Financial advisors in Carefree, AZ

21 advisors

Lisa Dickholtz
Financial advisor at Cooper Mcmanus
Cooper Mcmanus · $2.85B AUM
CFP®VerifiedFinancial planning
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Natasha Palmatier
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Rimsza
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Norbert Mindel
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barry Silver
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bridget Miyauchi
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Camille Toschi
Financial advisor at Lifemark Securities Corp.
Lifemark Securities Corp. · $424.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Givnish
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David May
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Francis Higgins
Financial advisor at Brookstone Capital Management LLC
Brookstone Capital Management LLC · $12.75B AUM
VerifiedFinancial planning
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Frank Cuenca
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
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Gabriel Chagolla Flores
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jeffrey Snell
Financial advisor at Jr Snell Capital Management, LLC
Jr Snell Capital Management, LLC · $32.1M AUM
Verified
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Joe Carter
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Michael Szabados
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Nashwan Bahoura
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Breese
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Noel Enokian
Financial advisor at Ep Wealth Management LLC
Ep Wealth Management LLC
Verified
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Roger Weller
Financial advisor at Jr Snell Capital Management, LLC
Jr Snell Capital Management, LLC · $32.1M AUM
Verified
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Thomas Gillespie
Financial advisor at Gillespie Associates LLC.
Gillespie Associates LLC. · $3.1M AUM
Verified
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Thomas Shanley
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Carefree, AZ

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Carefree, AZ.

How this list works

Before you hire an advisor in Carefree, AZ