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Qualifications of Financial Advisor in Prescott

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Financial Advisors in Prescott, Arizona
Financial Advisor Office Location Phone Number
Scott Galbraith,
Crown Capital Securities L.P.
5285 W. Vengeance Tr.,
Prescott, AZ  86305
(928) 499-0720
Ronald Stevenson,
American Financial Investments, LLC
3112 Clearwater Dr., Suite B,
Prescott, AZ  86305
(928) 771-8368

Information on Qualified Financial Advisors in Prescott

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.



Qualifications CRD# 6716692
FirmCRD# 285559
Series 65

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


Office Location 3112 Clearwater Dr., Suite B,
Prescott,
AZ 
86305
Phone Number (928) 7718368

Ronald Stevenson is an Investment Advisor, Author, Radio Personality and Seminar Educator. Since 2003, he has advised individuals throughout Arizona in the areas of investment, retirement, insurance and estate strategies. Ron is a financial advisor and the President and Founder of American Financial Investments LLC and American Financial Security, LLC located in Prescott, Arizona. He spent 8 years as President and Owner of American Advertising Distributors of Central California. In addition, Ron had a successful 14 year career with Pfizer/ Coty US, with various positions to include National Account Executive and Manager. Ron serves on the board of directors of United Animal Friends. Ron resides in the Prescott area with his wife Barbara who is his partner and co-owner of American Financial Security and American Financial Investments as well as a Tax Advisor and Business Consultant. We are active in community, church, family, various charities, caring for and riding our horses, golfing, scuba diving, hiking in the national forests around Prescott, birding, and many other inspiring activities.

About American Financial Investments, LLC

American Financial Investments, LLC is an independent Registered Investment Advisor in the state of Arizona that offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MGA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA. American Financial Security, LLC is an independent annuity, life insurance, tax planning and preparation firm.