Scottsdale, AZ E. Via De Ventura Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$5,386,744,634
ClientsTotal clients
9,927
AdvisorsAdvisors at this office
2
Of 216 advisors across 60 offices
Location
8655 E. Via De Ventura, Ste # G 181
Scottsdale AZ 85258
Advisors at this office
2
Advisors at this office
Donald S
Series 63, Series 65
Scottsdale, AZ
Wedbush Securities Inc.
Donald Scott is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services with a range of managed account solutions.
Kurt M
Series 63, Series 66
Scottsdale, AZ
Wedbush Securities Inc.
Kurt Markgraf is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.
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