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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    386
    ACCOUNTS
  • Average Account Value
    $120,390
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, NV, WI

Financial Advisors at Premier Southwest Planning Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Cameron A. Harris
CRD#: 6960465
845 E Warner Road, Suite 100, Chandler, AZ 85225

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.

2
Scott D. Sorum
CRD#: 2830862
8985 E. Bell Rd., Scottsdale, AZ 85260

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.

3
Bruce J. Weinstein
CRD#: 1979341
Scottsdale, AZ

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.

4
Joshua L. Gifford
CRD#: 7561166
Scottsdale, AZ

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.

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