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Qualifications of Financial Advisor in Flagstaff

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Financial Advisors in Flagstaff, Arizona
Financial Advisor Office Location Phone Number
Bill Kelso CPA, CFP®,
Pinnacle Financial Advisors
105 Roadrunner Drive Suite 4,
Sedona, AZ  86336
(480) 967-1155
Dharmesh Vora,
Vora Financial Group, PLLC
14 E Birch Ave,
Flagstaff, AZ  86326
(928) 526-8672
Scott Galbraith,
Crown Capital Securities L.P.
5285 W. Vengeance Tr.,
Prescott, AZ  86305
(928) 499-0720

Information on Qualified Financial Advisors in Flagstaff

Qualifications CRD# 1191496
Series 7, 24, 51, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 105 Roadrunner Drive Suite 4,
Sedona,
AZ 
86336
Phone Number (480) 9671155

When it comes to financial planning, Bill Kelso's track record is his calling card. With more than 40 years of experience in the financial services industry - 30+ of which is specifically in the financial planning and investment advisory space - Bill's commitment to serving clients and handling the most complex of financial planning opportunities is second to none. A seasoned CERTIFIED FINANCIAL PLANNER" and CPA who takes pride in guiding clients through often uncharted waters, Bill's diligence, wry sense of humor and sincerity are the cornerstones of his many business successes. Based at Pinnacle Financial Advisors' Sedona office, Bill is involved in all aspects of client service, especially developing new client relationships for the firm, while also assisting with the management of existing client relationships. While specializing in tax and retirement planning, as well as esoteric income portfolio strategies, he creates, implements and monitors client planning strategies in conjunction with the rest of the Pinnacle team. In addition to being a CFP® and CPA, Bill holds his FINRA Series 7, 24, 51, 63 and 65 securities licenses, in addition to Arizona life and health insurance and variable life and variable annuity licenses. He earned a Bachelor of Accounting and Business Administration from Adams State University in Alamosa, Colo. *** Bill Kelso is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.

About Pinnacle Financial Advisors

Since 2005, Pinnacle Financial Advisors has helped individuals, families, and businesses understand their financial opportunities and plan for the future. As nimble, strategic partners, our team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic support. We have first-hand experience tackling all sorts of issues from straightforward circumstances to the most complex cases. At Pinnacle Financial Advisors, we provide more than just financial planning and wealth management. We're friends, colleagues, counselors, and professionals with decades of experience who take the time to get to know you and your unique needs. We value close, long-term relationships, and build them with trust and transparency - the cornerstones of our business. Understanding what matters most to you gives us the knowledge to support you through whatever life has in store. *** Securities offered through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through Seros Financial, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies. For information concerning the licensing status or disciplinary history of a broker-dealer or BD agent a consumer should contact his or her state securities law administrator or go to FINRA BrokerCheck www.finra.org. This information is intended for use only by residents of AZ, CA, KS, MN, OR, TX, and WI. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, KS, MN, OR, TX, and WI.



Office Location 14 E Birch Ave,
Flagstaff,
AZ 
86326
Phone Number (928) 5268672

About Vora Financial Group, PLLC

Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.



Qualifications CRD# 1014871
Series 6, 7, 24, 55, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 5285 W. Vengeance Tr.,
Prescott,
AZ 
86305
Phone Number (928) 4990720

Scott Galbraith is committed to assisting his clients with their entire financial needs. Scott and his team of experienced professionals are prepared to help you implement a plan that is right for you. Scott Galbraith is an independent full-service financial firm committed to helping people pursue their financial goals. Scott offers a wide range of financial products and services to individuals, families and business owners. By providing sound financial information Scott believes you will be better equipped to identify your goals and make sound decisions. Please call Scott Galbraith if you have any questions about his firm or the range of financial products and services provided.

About Crown Capital Securities L.P.

Scott Galbraith is committed to assisting his clients with their entire financial needs. Scott and his team of experienced professionals are prepared to help you implement a plan that is right for you. Scott Galbraith is an independent full-service financial firm committed to helping people pursue their financial goals. Scott offers a wide range of financial products and services to individuals, families and business owners. By providing sound financial information Scott believes you will be better equipped to identify your goals and make sound decisions.