Phoenix, AZ E Mountain Sky Ave. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
4001 E Mountain Sky Ave., #206
Phoenix AZ 85044
Advisors at this office
3
Advisors at this office
Ryan E
Series 66
Phoenix, AZ
LPL Financial
Ryan Evans is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc. and Progressive Financial Concepts, as well as eight years in education. Outside of advising, he is also active as a public speaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs and financial planning services supported by research from multiple sources and employs both discretionary and non-discretionary management strategies.
Jeremiah B
Series 63, Series 65
Phoenix, AZ
LPL Financial
Jeremiah Butout is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at SagePoint Financial for six years before joining LPL Financial in 2021. Outside of his advisory work, he is involved in a family salsa business called Spicy Senorita Salsa. LPL Financial serves individual and institutional clients, including retirement plans and charitable organizations, offering a range of financial planning and advisory services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.
Dustin L
Series 63, Series 65
Phoenix, AZ
LPL Financial
Dustin Lester is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for SagePoint Financial from 2014 to 2021. Outside of his advisory role, he is the business owner of Post Scarcity LLC, a non-investment related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
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