Cal Choice Wealth Management, Inc.

Cal Choice Wealth Management, Inc. (CRD# 281629) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $5,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Cal Choice Wealth Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Stephen K. Brown
CRD#: 6101788
8901 E Mountain View Rd, Suite 110, Scottsdale, AZ 85258
93
Wealthminder
score

Stephen Brown (CRD# 6101788) is an Investment Advisor Representative working at Cal Choice Wealth Management, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.

2
Terrence B. Burner
CRD#: 5532236
8901 E Mountain View Rd, Suite 110, Scottsdale, AZ 85258
93
Wealthminder
score

Terrence Burner (CRD# 5532236) is an Investment Advisor Representative working at Cal Choice Wealth Management, Inc. in Scottsdale, AZ and has over 9 years of experience in the finance industry.

3
Jeffrey R. Carroll
CRD#: 6134047
8901 E Mountain View Rd, Suite 110, Scottsdale, AZ 85258
93
Wealthminder
score

Jeffrey Carroll (CRD# 6134047) is an Investment Advisor Representative working at Cal Choice Wealth Management, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.

4
Eric T. Elam
CRD#: 5887827
8901 E Mountain View Rd, Suite 110, Scottsdale, AZ 85258
93
Wealthminder
score

Eric Elam (CRD# 5887827) is an Investment Advisor Representative working at Cal Choice Wealth Management, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry.

5
Jason L. Stock
CRD#: 6314780
8901 E Mountain View Rd, Suite 110, Scottsdale, AZ 85258
90
Wealthminder
score

Jason Stock (CRD# 6314780) is an Investment Advisor Representative working at Cal Choice Wealth Management, Inc. in Scottsdale, AZ and has over 4 years of experience in the finance industry.

6
Neal A. Thornton
CRD#: 6625042
8901 E Mountain View Rd, Suite 110, Scottsdale, AZ 85258
89
Wealthminder
score

Neal Thornton (CRD# 6625042) is an Investment Advisor Representative working at Cal Choice Wealth Management, Inc. in Scottsdale, AZ and has over 2 years of experience in the finance industry.

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