Financial advisors in Sun City, AZ

48 advisors · page 2 of 2

Max Bjurlin
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Michael Bird
Financial advisor at Triton Wealth Management, PLLC
Triton Wealth Management, PLLC · $405.1M AUM
VerifiedFinancial planning
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Michael Lyons
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Mirza Kevric
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Natalie Flamm-Stutenroth
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Nicholas Albert
Financial advisor at Berger Financial Group
Berger Financial Group · $2.95B AUM
VerifiedFinancial planning
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Paul Fudurich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Rickey Pickering
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Sammer Miqbel
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Stephen Arntson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Steve Shmatko
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Thomas Mertensmeyer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Todd Polley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Tricia Pickering
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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William Brooks
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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William Freeman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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William Mitton
Financial advisor at Triton Wealth Management, PLLC
Triton Wealth Management, PLLC · $405.1M AUM
VerifiedFinancial planning
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Zachary Macphee
Financial advisor at Triton Wealth Management, PLLC
Triton Wealth Management, PLLC · $405.1M AUM
VerifiedFinancial planning
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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 Sun 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 Sun City, AZ.

How this list works

Before you hire an advisor in Sun City, AZ