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).

Current Firm Details
14256 N. Northsight Blvd., Ste B-115, Scottsdale, AZ 85260
https://www.facebook.com/copperwyndfinancial
By the Numbers
  • Total Assets Under Management
    531
    MILLION
  • Total Number of Accounts
    1,938
    ACCOUNTS
  • Average Account Value
    $273,763
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, NH, NM, NV, NY, PA, TX, UT, WA

Financial Advisors at Copperwynd Financial
Showing 1 - 4 of 4 top financial advisors.
1
Myra Alport, financial advisor Scottsdale AZ
Myra K. Alport
CRD#: 5059376
14256 N. Northsight Blvd., Ste B-115, Scottsdale, AZ 85260

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.

2
David Daughtrey, financial advisor Scottsdale AZ
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 27 years of experience in the finance industry.

3
Jacob Eggett, financial advisor South Jordan UT
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 18 years of experience in the finance industry.

4
Erick Newton, financial advisor Scottsdale AZ
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 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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