Financial advisors in Yuma, AZ

42 advisors · page 1 of 2

Adrian Elder
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Brannick Harris
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brian Compton
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Jacob Echols
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Sarah Ramirez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Alexander Chavez
Financial advisor at Invicta Financial Group
Invicta Financial Group · $371.1M AUM
VerifiedFinancial planning
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Alma Urias
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Angela Mitchell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Barry Todd
Financial advisor at Invicta Financial Group
Invicta Financial Group · $371.1M AUM
VerifiedFinancial planning
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Benjamin Williams
Financial advisor at Invicta Financial Group
Invicta Financial Group · $371.1M AUM
VerifiedFinancial planning
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Bretina Deanda
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Brian Butcher
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Cam Cong
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Carlos Perez
Financial advisor at Logic Wealth Management, LLC
Logic Wealth Management, LLC · $184.7M AUM
VerifiedFinancial planning
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Catherine Nuetzi
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Daniel Misenhimer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Daniel Parks
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
VerifiedFinancial planning
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Deric Millis
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Doyel Price
Financial advisor at Invicta Financial Group
Invicta Financial Group · $371.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Davis
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Helen Tanner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jackson Dewbre
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joe Lau
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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John Durazo
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Krystle Mayorga
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Loretta Felix
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Lydia Padilla
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Maria Reed
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Marshall Lohrenz
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Short
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Yuma, 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 Yuma, AZ.

How this list works

Before you hire an advisor in Yuma, AZ