Financial advisors in Lake Havasu City, AZ

32 match · page 1 of 2

Brian Springberg
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Karen Savage
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Laura Prahl
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Marianne Nolte
Financial advisor at Imagine Financial Services
Imagine Financial Services · $13M AUM
CFP®VerifiedFinancial planning
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Samuel Springberg
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Billie Van Lith
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Brandi Litzkow
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Brandon Warner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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David Combs
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Deborah Ames
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Eileen Reed
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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George Martell
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
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Heath Haynes
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jacob Shulam
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jason Van Tassel
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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John Vail
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Joshua Halu
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joshua Piercy
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Katrina Hatter
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Lucia Fondano
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Luis Villa Rojas
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Richard Mast
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Richard McKone
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Rick Jones
Financial advisor at Trek Financial
Trek Financial · $2.82B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Stephenson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Hawley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ryan French
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Hartman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Sean Goldney
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Lacey
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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 Lake Havasu City, 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.

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Financial advisors in Lake Havasu City, AZ.

How this list works

Before you hire an advisor in Lake Havasu City, AZ