Trajan Wealth, LLC

Trajan Wealth, LLC (CRD# 158847) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $120,000,000 in 720 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    720
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Trajan Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Harold D. Leavitt
CRD#: 2482922
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
96
Wealthminder
score

Harold Leavitt (CRD# 2482922) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

2
Jeffrey B. Junior
CRD#: 2940593
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
93
Wealthminder
score

Jeffrey Junior (CRD# 2940593) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry.

3
Laurie A. Turley
CRD#: 4242678
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
93
Wealthminder
score

Laurie Turley (CRD# 4242678) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

4
Joshua R. Cooksey
CRD#: 6563952
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
87
Wealthminder
score

Joshua Cooksey (CRD# 6563952) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

5
Corbett M. Laduke
CRD#: 2607935
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
83
Wealthminder
score

Corbett Laduke (CRD# 2607935) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry. Corbett Laduke 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.