Tmd Wealth Management
Tmd Wealth Management (CRD# 309514) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $986,392,000 in 1,639 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management986MILLION
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Total Number of Accounts1,639ACCOUNTS
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Average Account Value$601,826
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, IL, LA, MA, NC, NE, NH, OK, OR, TX, WA
Eric Anthony (CRD# 5836616) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 7 years of experience in the finance industry.
Gavin Lyons (CRD# 5997486) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Dante Peterson (CRD# 7471352) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 2 years of experience in the finance industry.
Mark Rizvi (CRD# 6953734) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Robert Smith (CRD# 1797631) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 35 years of experience in the finance industry.
Todd Douma (CRD# 2401333) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 30 years of experience in the finance industry.