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Nrg Wealth Management financial advisors in Arizona
Every SEC-registered investment adviser representative at a Nrg Wealth Management office in Arizona, by city and A to Z.
The short answer
3 registered advisors work at Nrg Wealth Management in Arizona, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Oro Valley (3). 2 list the CFP designation and 0 are also registered broker representatives.
Nrg Wealth Management advisors by city in Arizona
Every firm in Arizona →Nrg Wealth Management advisors in Arizona, A to Z
Search by name →- John P. DavisOro Valley · Certified Financial Planner
- Peter A. FuggerOro Valley
- Stefanie A. MorganOro Valley · Certified Financial Planner
Nrg Wealth Management advisors in every state →Nrg Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Nrg Wealth Management financial advisors are in Arizona?
3 investment adviser representatives are registered at Nrg Wealth Management offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Arizona does Nrg Wealth Management have the most advisors?
Oro Valley, with 3. Nrg Wealth Management has advisors in 1 city in Arizona.
How do I check a Nrg Wealth Management advisor in Arizona?
Each advisor below links to a profile with their registrations, exams, designations 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 Nrg Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.