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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Tuscon, AZ

Every SEC-registered investment adviser representative at a firm office in Tuscon, with the firms that employ the most of them.

11 registered advisors work in Tuscon; the most are at Financial Planning First, LLC (4). 2 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Tuscon

FirmAdvisors in Tuscon
Financial Planning First, LLC4
The Ameriflex Group2
Corecap Advisors1
Kestra Advisory Services, LLC news1
Modern Capital Advisors, LLC1
Park, Miller, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Tuscon, A to Z

CFP advisors in Tuscon →

Other cities in Arizona

All of Arizona →

Scottsdale 3,200Phoenix 2,247Tucson 764Chandler 593Tempe 534Gilbert 480Mesa 300Peoria 228Glendale 106Prescott 103Surprise 81Flagstaff 65Goodyear 53Queen Creek 52Sun City 45Oro Valley 38Fountain Hills 37Cave Creek 36Yuma 32Sun City West 27Lake Havasu City 25Sedona 25San Tan Valley 23Buckeye 22

Questions

How many financial advisors are in Tuscon, AZ?

11 investment adviser representatives are registered at firm offices in Tuscon, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Tuscon?

Financial Planning First, LLC, with 4 registered advisors in Tuscon, followed by The Ameriflex Group with 2.

How do I check a financial advisor in Tuscon?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.