Deborah Bishopp, financial advisor Gilbert AZ
96 score

Deborah Bishopp

CRD Number: 1899941
Current Firm: Gradient Wealth Management

Deborah Bishopp (CRD# 1899941) is an Investment Advisor Representative working at Gradient Wealth Management in Gilbert, AZ and has over 24 years of experience in the finance industry. Deborah Bishopp 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.

Similar Advisors
Alexander Koury, CFP®, financial advisor Gilbert AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
107
Similar Advisors
James Davis, CFP®, financial advisor Gilbert AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Similar Advisors
Daniela Jones, financial advisor Gilbert AZ
Daniela U. Jones
CRD# 5976893
Barnes Investment Advisory Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Gradient Securities, LLC Arden Hills, MN May 2015 - Current 2
Bishopp Insurance Services, LLC Gilbert, AZ Apr 2015 - Current 3
Chez Nous, LLC Gilbert, AZ May 2010 - Current 7
First Allied Securities, Inc. San Diego, CA May 2012 - May 2015 3
First Allied Advisory Services, Inc. Chesterfield, MO May 2012 - May 2015 3
Wrp Investments, Inc. Youngstown, OH May 2003 - May 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
Contact Info for Deborah L. Bishopp
Phone Number: 866-991-1539
Registered State(s):
  • AZ
  • CA
  • CO
  • MI
  • WA
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    1,775
    ACCOUNTS
  • Average Account Value
    $92,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Deborah Bishopp and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.