Financial advisors in Prescott, AZ

101 match · page 3 of 4

John House
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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John Trahern
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Joseph Crockett
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Joseph McDonnell
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Kayanne Baker
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kenneth Hamada
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Kevin Lane
Financial advisor at Lane Brothers Investment Counsel
Lane Brothers Investment Counsel · $240.1M AUM
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Kevin Pitts
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
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Kevin Wells
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Landon Pooley
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Lee Iredell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Linda Mickelsen
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
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Mary Hill
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Megan Lane
Financial advisor at Lane Brothers Investment Counsel
Lane Brothers Investment Counsel · $240.1M AUM
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Michael Bacci
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michael Clarke
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Michael Doty
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michael Woods
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
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Nancy Hetrick
Financial advisor at Strategic Portfolio Solutions, LLC
Strategic Portfolio Solutions, LLC · $136.2M AUM
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Ottis Smith
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Paul Freudenberger
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Phillip Naman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Quincy Caldwell
Financial advisor at Empirikal Partners LLC
Empirikal Partners LLC · $87.5M AUM
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Rhonda Chavez Payne
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
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Robert Faehnrich
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Robert Waring
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Roger Morris
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Samuel Dias
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Scott Lang
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Shane Foster
Financial advisor at Victory Wealth Services, LLC
Victory Wealth Services, LLC · $45.4M AUM
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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 Prescott, 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 Prescott, AZ.

How this list works

Before you hire an advisor in Prescott, AZ