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  1. investor.com · rias · trajan-wealth-158847Trajan Wealth Review 2024 - investor.com

    Aug 13, 2024 · An analysis of SEC data by investor.com shows that registered investment advisor firms that are also broker-dealers (aka “hybrid firms”) are likelier to have a history of disciplinary actions as well as conflicts of interest. These conflicts can negatively impact clients via hidden fees and overall higher costs.

    • $1.4 billion
    • 1:217
    • $185,238

  2. www.reddit.com · r · theticketPSA: Count the red flags - Trajan Wealth : r/theticket - Reddit

    this latest Trajan Wealth spot is a huge red flag: "rolling over your 401k to your new employer is the worst thing you could do!!" uh no, it's actually the free and fiscally responsible thing to do.

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  4. smartasset.com · financial-advisor · trajan-wealthTrajan Wealth Review | SmartAsset.com

    Trajan Wealth has no legal or disciplinary matters to disclose on its SEC-filed Form ADV. As a fee-based firm, certain advisors at Trajan Wealth can receive commissions from the sale of insurance products.

    • Javier Simon

  5. wallethub.com · profile · trajan-wealth-15921381iTrajan Wealth Reviews: 40 User Ratings - WalletHub

    Dec 19, 2019 · Trajan Wealth reviews, contact info, quotes & FAQ. Get the full story from fellow consumers' unbiased Trajan Wealth reviews.

    • (40)

  6. www.bbb.org · us · azCustomer Reviews for Trajan Wealth LLC - Better Business Bureau

    Aug 17, 2023 · View customer reviews of Trajan Wealth LLC. Leave a review and share your experience with the BBB and Trajan Wealth LLC.

    • 18700 N Hayden Rd Ste 470, Scottsdale, 85255-6791, AZ
    • (480) 990-3300

  7. www.yelp.com · biz · trajan-wealth-scottsdaleTRAJAN WEALTH - Updated September 2024 - 15 Reviews - Yelp

    We do comprehensive money management, including 401 (k)'s and trusts. We can give you a 2nd opinion with a complimentary consultation. Please call us at (480) 990-3300 and we'll start with a simple conversation. Trajan W., Business Employee. See question details.

    • 18700 N Hayden Rd Ste 470 Scottsdale, AZ 85255

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  9. files.adviserinfo.sec.gov · IAPD · ContentTrajan Wealth, LLC ADV2A - SEC

    Trajan Wealth, L.L.C., (“TW” or “Advisor”) is based in Scottsdale, Arizona. TW is a Registered Investment Adviser, registered with and subject to the rules and regulations of the U.S. Securities and Exchange Commission. The firm was formed as a limited liability company under the laws of the State of Arizona.

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