Financial advisors in Surprise, AZ

94 advisors · page 2 of 4

Dominique Murray
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
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Doris Guardiola
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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Erik Walker
Financial advisor at Ip Financial Advisory Services LLC
Ip Financial Advisory Services LLC · $481.4M AUM
VerifiedFinancial planning
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Francisco Portillo
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Gale Northrop
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Grant Hadden
Financial advisor at Dynamic Wealth Advisors
Dynamic Wealth Advisors · $193.3M AUM
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Greg Proctor
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Guillermo Morales
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Gwendolyn Slater
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
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Heather Huntley
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Henry Goldstone
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Ian Fawcett
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Izumi Vazquez Ystokazu
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Jacqueline McKinney-Rodriguez
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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James Duncombe
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
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Jeffrey Lamp
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Jessica Bradley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joe Myers
Financial advisor at Ipi Wealth Management, Inc.
Ipi Wealth Management, Inc. · $2.66B AUM
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Joel Zerbe
Financial advisor at Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC · $142.5M AUM
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John Braden
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Johnny Burris
Financial advisor at Burris Wealth Management, Inc.
Burris Wealth Management, Inc. · $11.6M AUM
VerifiedFinancial planning
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Joshua Watson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Justin Carlson
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
VerifiedFinancial planning
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Karen Koenig
Financial advisor at Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC · $8.29B AUM
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Keith Mendivil
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Keith Osborne
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kevin Bosworth
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Kimberly Devries
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Kimberly Herrera
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Lee Bradley
Financial advisor at Edward Jones
Edward Jones · $1.01T 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 Surprise, 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 Surprise, AZ.

How this list works

Before you hire an advisor in Surprise, AZ