Sun City West, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
OneSeven
Multi-team
Firm-wide stats for OneSeven
About
OneSeven provides investment advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, offering discretionary portfolio management, financial planning, retirement‑plan advisory and consulting, and occasional educational seminars. Portfolios are typically built using diversified mutual funds, ETFs and individual stocks and bonds, with access to alternatives, private placements and variable‑insurance products when appropriate.
The firm's investment approach is primarily long‑term focused but allows shorter‑term trading as needed, and OneSeven applies internal due diligence while offering both discretionary and non‑discretionary arrangements. It commonly implements strategies through unaffiliated Independent Managers and third‑party platforms (including SMArtX UMAs) and also manages certain “held‑away” participant accounts via a third‑party connector (Pontera).
OneSeven is affiliated with MGO Inc., which provides pension consulting and related services—an affiliation that is relatively uncommon among multi‑team firms and expands its retirement‑plan capabilities and potential consulting relationships. The firm also operates a large network of IAR trade names, engages third‑party service providers for model implementation and class‑action monitoring (e.g., SMArtX and 11thEstate), and discloses various outside activities by IARs (including private funds and referral arrangements) that clients should review for potential conflicts.
Based on OneSeven
Expertise
Based on OneSeven
Location
13801 W Camino Del Sol
Sun City West AZ 85375
Advisors at this office
3
Advisors at this office
Derek T
Series 63, Series 65
Sun City West, AZ
OneSeven
Derek Trythall is a financial advisor with OneSeven in Sun City West, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years. Outside his advisory role, he is a licensed agent writing non-variable life insurance policies and is involved as a member of an LLC that holds the building for his practice. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.
Christopher M
Series 63, Series 65
Sun City West, AZ
OneSeven
Christopher Mariner is a financial advisor at OneSeven with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Inc. for 17 years before joining OneSeven. Outside of advisory work, he is involved in several business ventures including ownership roles in multiple LLCs unrelated to investment activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, utilizing a combination of mutual funds, ETFs, individual securities, alternatives, and third-party managed accounts.
Brian T
Series 66, Series 63
Sun City West, AZ
OneSeven
Brian Trimble is a financial advisor at OneSeven with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Raymond James Financial Services, Inc. for 16 years. Outside of advisory work, he is involved in several business ventures, including ownership of support companies and serving as a trustee for his family’s living trust. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies with flexibility for shorter-term trading, using diversified portfolios and a combination of discretionary and non-discretionary management, often implementing strategies through independent managers and third-party platforms.
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