Myra Alport (CRD# 5059376) is an Investment Advisor Representative working at Copperwynd Financial in Scottsdale, AZ and has over 18 years of experience in the finance industry.
CRD# 5338348
Primerica Advisors
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Unemployed | N/a, AZ | Apr 2020 - Dec 2020 | < 1 |
Brightside Benefits | Chandler, AZ | Oct 2019 - Apr 2020 | < 1 |
Unemployed | N/a, AZ | Jun 2019 - Oct 2019 | < 1 |
Thompson Wealth Management | Scottsdale, AZ | Mar 2016 - Jun 2019 | 3 |
Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2016 - Jan 2018 | 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2016 - Jan 2018 | 1 |
Geneos Wealth Management | Scottsdale, AZ | Jun 2015 - Feb 2016 | < 1 |
Integrated Wealth Management | Scottsdale, AZ | Jun 2015 - Feb 2016 | < 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Aug 2014 - Jun 2015 | < 1 |
Galloway Asset Management | Mesa, AZ | Nov 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2005 |
S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- AZ
-
Total Assets Under Management531MILLIONS
-
Total Number of Accounts1,938ACCOUNTS
-
Average Account Value$273,763
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, ID, NH, NM, NV, NY, PA, TX, UT, WA
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