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TUCSON

7374 N. La Cholla Blvd.
Tucson, Arizona 85741
Phone: 520-299-7172
Fax: 520-299-7166

 

SUN CITY WEST

15331 W. Bell Rd., Suite 212
Surprise, Arizona 85374
Phone: 623-546-0855
 

  • Tel:  520-299-7172 | 623-546-0855

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

We are licensed to sell insurance products in the following states: AZ, CA, TX.  

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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