First Financial Equity Corporation
First Financial Equity Corporation (CRD# 16507) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,864,545,754 in 6,068 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management2,865MILLION
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Total Number of Accounts6,068ACCOUNTS
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Average Account Value$472,074
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
Gregory Allen (CRD# 3297) is an Investment Advisor Representative working at First Financial Equity Corporation in Scottsdale, AZ and has over 34 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.
Lyle Deo (CRD# 847368) is an Investment Advisor Representative working at First Financial Equity Corporation in Scottsdale, AZ and has over 31 years of experience in the finance industry.
Justin Gedlen (CRD# 5186484) is an Investment Advisor Representative working at First Financial Equity Corporation in Dallas, TX and has over 7 years of experience in the finance industry. Justin Gedlen 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.
Joseph Hubbard (CRD# 2128362) is an Investment Advisor Representative working at First Financial Equity Corporation in Greenwood Village, CO and has over 26 years of experience in the finance industry. Joseph Hubbard 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.
Mark Levine (CRD# 5495185) is an Investment Advisor Representative working at First Financial Equity Corporation in Denver, CO and has over 9 years of experience in the finance industry. Mark Levine 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.
Shawndi Purselley (CRD# 3147749) is an Investment Advisor Representative working at First Financial Equity Corporation in Scottsdale, AZ and has over 17 years of experience in the finance industry. Shawndi Purselley 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.
Leonard Sanford (CRD# 4419221) is an Investment Advisor Representative working at First Financial Equity Corporation in Greenwood Village, CO and has over 15 years of experience in the finance industry. Leonard Sanford 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.
Duane Shumaker (CRD# 2744735) is an Investment Advisor Representative working at First Financial Equity Corporation in Scottsdale, AZ and has over 21 years of experience in the finance industry. Duane Shumaker 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.
Zachary Allen (CRD# 5059261) is an Investment Advisor Representative working at First Financial Equity Corporation in Dallas, TX and has over 11 years of experience in the finance industry.
