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Financial ADVSR advisor directory · SEC adviser records

Trajan Wealth, L.L.C. financial advisors

Every SEC-registered investment adviser representative at Trajan Wealth, L.L.C., by the state and city of the office they work from.

46 registered advisors work at Trajan Wealth, L.L.C., in 9 states and 13 cities; the most are in Scottsdale, AZ (33). 7 list the CFP designation and 0 are also registered broker representatives.

Search every Trajan Wealth, L.L.C. advisor by name →Who joined and left Trajan Wealth, L.L.C. →Trajan Wealth, L.L.C.: assets, clients and custodians →

Cities with the most Trajan Wealth, L.L.C. advisors

Scottsdale, AZ 33San Antonio, TX 2Alpharetta, GA 1Broomfield, CO 1Edmond, OK 1Frisco, TX 1Manfield, PA 1Palm Harbor, FL 1Pittsburgh, PA 1Sioux Falls, SD 1Sunrise, FL 1Tampa, FL 1Vancouver, WA 1

Trajan Wealth, L.L.C. advisors by state

Trajan Wealth, L.L.C. in Arizona 33

Scottsdale 33

Trajan Wealth, L.L.C. in Florida 3

Palm Harbor 1Sunrise 1Tampa 1

Trajan Wealth, L.L.C. in Texas 3

San Antonio 2Frisco 1

Trajan Wealth, L.L.C. in Pennsylvania 2

Manfield 1Pittsburgh 1

Trajan Wealth, L.L.C. in Colorado 1

Broomfield 1

Trajan Wealth, L.L.C. in Georgia 1

Alpharetta 1

Trajan Wealth, L.L.C. in Oklahoma 1

Edmond 1

Trajan Wealth, L.L.C. in South Dakota 1

Sioux Falls 1

Trajan Wealth, L.L.C. in Washington 1

Vancouver 1

Questions

How many financial advisors does Trajan Wealth, L.L.C. have?

46 investment adviser representatives are registered with Trajan Wealth, L.L.C., according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 13 cities. 7 list the CFP designation and 0 are also registered as broker representatives.

Where does Trajan Wealth, L.L.C. have the most advisors?

Scottsdale, AZ, with 33 registered advisors, then San Antonio, TX (2). By state, Arizona has the most, with 33.

How do I find a Trajan Wealth, L.L.C. financial advisor near me?

Pick your state below, then your city, to see every Trajan Wealth, L.L.C. advisor registered at an office there. Each one 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. An advisor registered at Trajan Wealth, L.L.C. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →