First Financial Equity Corporation

First Financial Equity Corporation (CRD# 16507) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,371,850,816 in 5,755 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,372
    MILLION
  • Total Number of Accounts
    5,755
    ACCOUNTS
  • Average Account Value
    $412,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at First Financial Equity Corporation
Showing 1 - 4 of 4 top financial advisors.
1
Gregory M. Allen
CRD#: 3297
7047 E Greenway Parkway, Suite 350, Scottsdale, AZ 85254

Gregory Allen (CRD# 3297) is an Investment Advisor Representative working at First Financial Equity Corporation in Scottsdale, AZ and has over 38 years of experience in the finance industry. Gregory Allen 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
Mark R. Lindau
CRD#: 807310
Lunenburg Ns,

Mark Lindau (CRD# 807310) is an Investment Advisor Representative working at First Financial Equity Corporation in Lunenburg Ns, and has over 42 years of experience in the finance industry.

3
Patricia A. Meis
CRD#: 856160
7047 East Greenway Parkway, Suite 350, Scottsdale, AZ 85254

Patricia Meis (CRD# 856160) is an Investment Advisor Representative working at First Financial Equity Corporation in Scottsdale, AZ and has over 42 years of experience in the finance industry.

4
Barry S. Wheeler
CRD#: 1157403
7047 E Greenway Parkway, Suite 350, Scottsdale, AZ 85254

Barry Wheeler (CRD# 1157403) is an Investment Advisor Representative working at First Financial Equity Corporation in Scottsdale, AZ and has over 38 years of experience in the finance industry.

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