Fountain Hills, AZ Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,440 offices

Location

Fountain Hills AZ

Advisors at this office

4

Advisors at this office

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Robert M

CFP®, Series 63, Series 65

Fountain Hills, AZ

LPL Financial

Robert Metz is a CFP® with 34 years of experience in the financial services industry. He is currently an advisor at LPL Financial and has previously worked at OSAIC and Woodbury Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Vanessa M

Series 63, Series 66

Fountain Hills, AZ

LPL Financial

Vanessa Mason is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including RBC Capital Markets, Wells Fargo Advisors, and Comerica Securities. Vanessa is currently based in Fountain Hills, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services.

College savings (529s, UTMA, etc.)
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Anindita D

CFP®, Series 63, Series 65

Fountain Hills, AZ

LPL Financial

Anindita Dhar is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial in Fountain Hills, AZ. She has worked at LPL Financial since 2012 and was previously associated with Private Portfolio Partners, LLC for nine years. Dhar is also an author and has been writing a book since early 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by LPL Research, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
user avatar

Staci M

Series 63, Series 66

Fountain Hills, AZ

LPL Financial

Staci Mapes is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Lincoln Financial Securities and First Command Advisory Services. Mapes also manages a non-variable insurance business through S.A. Mapes Wealth Management Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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