Scottsdale, AZ Office

Team
Updated today

Client AUM

$1,858,656,849

Clients

2,281

Advisors

4

Of 36 advisors across 13 offices

Location

8605 E. Raintree Drive, Suite# 280

Scottsdale AZ 85260

Advisors at this office

4

Advisors at this office

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Jennifer B

Series 63, Series 66

Scottsdale, AZ

Ashton Thomas Securities, LLC

Jennifer Beals is a financial advisor at Ashton Thomas Securities, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. for 12 years and Intrepid Financial Services, LLC for over 20 years. She also serves as Director of Operations at Ashton Thomas Private Wealth, LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that manages approximately $1.86 billion for around 2,281 clients through a team of 18 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Collin R

Series 63, Series 65

Scottsdale, AZ

Ashton Thomas Securities, LLC

Collin Rigler is a financial advisor with Ashton Thomas Securities, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Raymond James & Associates and RBC Capital Markets Corporation. He is also involved with Ashton Thomas Insurance Agency in the capacity of an insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a team of 18 advisors, managing approximately $1.86 billion for over 2,200 clients across six offices.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Eric M

Series 66

Scottsdale, AZ

Ashton Thomas Securities, LLC

Eric Montijo is a financial advisor at Ashton Thomas Securities, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and RBC Capital Markets. Montijo is based in Scottsdale, AZ. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm serves a broad client base through a team of 18 advisors across six offices and provides multiple program structures including wrap and non-wrap offerings, model portfolios, and access to independent and third-party sub-advisers.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Randall L

Series 66

Scottsdale, AZ

Ashton Thomas Securities, LLC

Randall Lee is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 designation and three years of industry experience. He has previously worked at Morgan Stanley and Mercer Global Advisors, among other roles. Lee is also involved with Ashton Thomas Private Wealth, LLC as an investment analyst. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients. The firm offers various investment programs and retirement plan consulting services, serving individuals, business entities, trusts, estates, and charitable organizations through a team of 18 advisors across six offices.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
View complete list of advisors at this office
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