Copperwynd Financial

Copperwynd Financial (CRD# 143442) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $365,987,456 in 1,658 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    1,658
    ACCOUNTS
  • Average Account Value
    $220,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, CA, CO, ID, NH, NV, TX, UT, WA

Financial Advisors at Copperwynd Financial
Showing 1 - 5 of 5 top financial advisors.
1
David B. Daughtrey
CRD#: 2043611
14256 N. Northsight Blvd, Ste B-115, Scottsdale, AZ 85260

David Daughtrey (CRD# 2043611) is an Investment Advisor Representative working at Copperwynd Financial in Scottsdale, AZ and has over 24 years of experience in the finance industry. David Daughtrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Amy C. Diamond
CRD#: 6024336
Kaysville, UT

Amy Diamond (CRD# 6024336) is an Investment Advisor Representative working at Copperwynd Financial in Kaysville, UT and has over 8 years of experience in the finance industry.

3
Jacob O. Eggett
CRD#: 5066522
South Jordan, UT

Jacob Eggett (CRD# 5066522) is an Investment Advisor Representative working at Copperwynd Financial in South Jordan, UT and has over 14 years of experience in the finance industry.

4
Lynda K. Elley
CRD#: 4735649
14256 N. Northsight Blvd., Ste B-115, Scottsdale, AZ 85260

Lynda Elley (CRD# 4735649) is an Investment Advisor Representative working at Copperwynd Financial in Scottsdale, AZ and has over 16 years of experience in the finance industry. Lynda Elley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Erick S. Newton
CRD#: 2318675
14256 N. Northsight Blvd., Suite B-115, Scottsdale, AZ 85260

Erick Newton (CRD# 2318675) is an Investment Advisor Representative working at Copperwynd Financial in Scottsdale, AZ and has over 27 years of experience in the finance industry. Erick Newton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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