Premier Southwest Planning Group, LLC
Premier Southwest Planning Group, LLC (CRD# 132868) is a financial advisory firm headquartered in , . They manage $46,470,438 in 386 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management46MILLION
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Total Number of Accounts386ACCOUNTS
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Average Account Value$120,390
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, IL, NV, WI
Cameron Harris (CRD# 6960465) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Chandler, AZ and has over 5 years of experience in the finance industry.
Scott Sorum (CRD# 2830862) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Bruce Weinstein (CRD# 1979341) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.
Joshua Gifford (CRD# 7561166) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.