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Featured Business Financial Advisor in Scottsdale, AZ
Scottsdale Financial Advisors
G&G Wealth
6929 E Greenway Parkway #180
Scottsdale, AZ 85254
(480) 719-7469
“Striving to Guide, Grow and Guard Your Preferred Lifestyle”
Advisor Profile
Erica Gargol  & Kerina Graham
Name:  Erica Gargol & Kerina Graham
Phone Number:  (480) 719-7469
Website:  Visit Website
Disclaimer
Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

About G&G Wealth

G&G Wealth is a diversified and experienced team, founded by
women, who strive to provide tailored, expert advice on all
aspects of wealth management for a select group individuals,
families, and businesses both locally and around the country. Our
mission and passion is to become a trusted partner to our clients
while guiding them through all stages of their financial lives.
 

General Information

CRD#:    4542813
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    Stratos Wealth Partners
States Licensed in:    AZ
States Willing to do Business in:    Cave Creek,Fountain Hills,Glendale,Phoenix,Scottsdale
Years of Experience in Financial Services:    20+
Number of Years with Current Firm:    15
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Mutual Funds, Bonds, Options & Futures, Alternative Investments, Stocks, Insurance, Annuities, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At my office, At your home, At your office, Via email, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 63, Series 7, Series 6
Insurance and Annuity Licenses:    Life, Variable Annuity, Annuity, Variable Life
 

Firm Information

Advisor's Number of Clients:    200+
Advisor's Number of Managed Clients:    200+
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Based on Assets, Hourly
 
 
 
Prepared By: Erica Gargol & Kerina Graham

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