Tanner Welch (CRD# 6677646) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2021 - Current | 2 |
| Pinnacle Peak Private Client Group, LLC | Scottsdale, AZ | Jun 2020 - Current | 3 |
| Bcg Securities, Inc. | Scottsdale, AZ | Jul 2020 - Sep 2021 | 1 |
| J.p. Morgan Securites, LLC | Chandler, AZ | Jun 2019 - Jun 2020 | 1 |
| Jpmorgan Chase Bank, N.a. | Chandler, AZ | Jun 2019 - Jun 2020 | 1 |
| Door Dash | N/a, AZ | Aug 2015 - Aug 2019 | 4 |
| Openshaw Real Estate Group At Keller Williams Integrity First | Gilbert, AZ | Apr 2019 - Jun 2019 | < 1 |
| Unemployed | Gilbert, AZ | Mar 2019 - Apr 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix, AZ | Jun 2016 - Feb 2019 | 2 |
| The Mahoney Group | Mesa, AZ | Jun 2015 - Jun 2016 | 1 |
| Beginner's Edge Sports Training | Chandler, AZ | May 2015 - Sep 2015 | < 1 |
| Skyview Networks | Scottsdale, AZ | May 2015 - Aug 2015 | < 1 |
| Unemployed | Gilbert, AZ | Mar 2015 - May 2015 | < 1 |
| National Football League | Glendale, AZ | Feb 2015 - Feb 2015 | < 1 |
| Ups | Tempe, AZ | Dec 2014 - Jan 2015 | < 1 |
| Unemployed | Gilbert, AZ | Aug 2014 - Nov 2014 | < 1 |
| Unemployed | Chandler, AZ | Apr 2014 - Aug 2014 | < 1 |
| American Financial Network | Gilbert, AZ | Apr 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- AZ
-
Total Assets Under Management338MILLIONS
-
Total Number of Accounts1,140ACCOUNTS
-
Average Account Value$296,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, ID, LA, MD, MI, MT, NC, NE, NH, NV, NY, OK, OR, PA, TN, TX, VA, WA
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