Copperwynd Financial
Copperwynd Financial (CRD# 143442) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $530,552,641 in 1,938 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management531MILLION
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Total Number of Accounts1,938ACCOUNTS
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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
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.
David Daughtrey (CRD# 2043611) is an Investment Advisor Representative working at Copperwynd Financial in Scottsdale, AZ and has over 27 years of experience in the finance industry.
Jacob Eggett (CRD# 5066522) is an Investment Advisor Representative working at Copperwynd Financial in South Jordan, UT and has over 18 years of experience in the finance industry.
Erick Newton (CRD# 2318675) is an Investment Advisor Representative working at Copperwynd Financial in Scottsdale, AZ and has over 31 years of experience in the finance industry.