Rowland Carmichael Advisors Inc.

Rowland Carmichael Advisors Inc. (CRD# 105766) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $199,333,703 in 574 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    574
    ACCOUNTS
  • Average Account Value
    $347,271
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
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.

AZ, CA, NE, NV, TX, UT, WA

Financial Advisors at Rowland Carmichael Advisors Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Corey M. Bird
CRD#: 4588004
7272 East Indian School Road, Suite 212, Scottsdale, AZ 85251
96
Wealthminder
score

Corey Bird (CRD# 4588004) is an Investment Advisor Representative working at Rowland Carmichael Advisors Inc. in Scottsdale, AZ and has over 15 years of experience in the finance industry. Corey Bird 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
Timothly L. Rowland
CRD#: 730148
7272 East Indian School Road, Suite 212, Scottsdale, AZ 85251
96
Wealthminder
score

Timothly Rowland (CRD# 730148) is an Investment Advisor Representative working at Rowland Carmichael Advisors Inc. in Scottsdale, AZ and has over 37 years of experience in the finance industry. Timothly Rowland 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.

3
David L. Carmichael
CRD#: 1070188
7272 East Indian School Road, Suite 212, Scottsdale, AZ 85251
93
Wealthminder
score

David Carmichael (CRD# 1070188) is an Investment Advisor Representative working at Rowland Carmichael Advisors Inc. in Scottsdale, AZ and has over 35 years of experience in the finance industry.

4
Jaron D. Carmichael
CRD#: 5462919
7272 East Indian School Road, Suite 212, Scottsdale, AZ 85251
93
Wealthminder
score

Jaron Carmichael (CRD# 5462919) is an Investment Advisor Representative working at Rowland Carmichael Advisors Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.

5
Kristin M. Greenleaf
CRD#: 2924693
7272 East Indian School Road, Suite 212, Scottsdale, AZ 85251
90
Wealthminder
score

Kristin Greenleaf (CRD# 2924693) is an Investment Advisor Representative working at Rowland Carmichael Advisors Inc. in Scottsdale, AZ and has over 3 years of experience in the finance industry.

6
Lacee M. Floyd
CRD#: 6500368
7272 East Indian School Road, Suite 212, Scottsdale, AZ 85251
89
Wealthminder
score

Lacee Floyd (CRD# 6500368) is an Investment Advisor Representative working at Rowland Carmichael Advisors Inc. in Scottsdale, AZ and has over 2 years of experience in the finance industry.

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