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

   investor.com › rias › trajan-wealth-158847

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   Mar 14, 2024 · March 14, 2024. Trajan Wealth, registered in 2015, serves 23 state (s) with a licensed staff of 30 advisors. Trajan Wealth manages $1.1 billion and provides investment advisory services for 5,492 clients (1:183 advisor/client ratio). Visit Site 480-990-3300. Overall info. 4.5. Year Registered. 2015. Disciplinary Alerts. 0. Conflict Alerts. 3.

   • 4.5/5
   • Assets Under Management: $1.1 billion

   • Advisor/Client Ratio: 1:183
   • Average Client Balance: $191,760

2. smartasset.com › financial-advisor › trajan-wealthTrajan Wealth Review | SmartAsset.com

   smartasset.com › financial-advisor › trajan-wealth

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   Trajan Wealth, LLC is a registered investment advisor (RIA) that provides investment advice and financial planning services. While Trajan does employ its own financial advisors, some of its advisors are independent contractors. The firm currently ranks on SmartAsset's lists of the top financial advisors in Scottsdale.

   • Author: Javier Simon

3. www.bbb.org › trajan-wealth-llc-1126-1000021514Trajan Wealth LLC | Better Business Bureau® Profile

   www.bbb.org › trajan-wealth-llc-1126-1000021514

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   BBB accredited since 3/5/2012. Financial Planning Consultants in Scottsdale, AZ. See BBB rating, reviews, complaints, get a quote & more.

   • Location: 7702 E Doubletree Ranch Rd Ste 100, Scottsdale, 85258-2157, AZ

   • Phone: 4.8B

4. People also ask

   Who is Trajan wealth?

   • Trajan Wealth, registered in 2015, serves 23 state (s) with a licensed staff of 30 advisors. Trajan Wealth manages $1.1 billion and provides investment advisory services for 5,492 clients (1:183 advisor/client ratio). Is this your firm? Become a Mission Supporter 7702 E. Doubletree Ranch Road, Suite 100. Scottsdale, AZ 85258

   Trajan Wealth Review 2024 - investor.com

   investor.com/rias/trajan-wealth-158847

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   What services does Trajan wealth offer?

   • As a financial advisory firm, Trajan Wealth can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).

   Trajan Wealth Review 2024 - investor.com

   investor.com/rias/trajan-wealth-158847

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   Is Trajan wealth a good place to work?

   • Trajan Wealth is a fantastic place to work! Over the past 2-years, the company has grown tremendously and has added 4 new offices and 36 new employees. The CEO - Jeff Junior, truly cares about his employees and has created a positive environment for all to learn and grow with the company.

   Trajan Wealth Reviews | Glassdoor

   www.glassdoor.com/Reviews/Trajan-Wealth-Reviews-E1325638.htm

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   What's wrong with Trajan wealth?

   • Trajan Wealth also operates heavily on metrics and tries to quantify customer service which is very difficult, if not impossible, to do. They have expanded the company too quickly and taken on too many advisors for the current staff to maintain a reasonable workload.

   Trajan Wealth Reviews | Glassdoor

   www.glassdoor.com/Reviews/Trajan-Wealth-Reviews-E1325638.htm

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

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   Dec 19, 2019 · Trajan Wealth Reviews. The WalletHub rating is comprised of reviews from both WalletHub users and ratings on other reputable websites. The rating was last updated on 01/26/2021. What a pleasure working with Trajan Wealth over the last several years. Our retirement has worked out splendidly.

   • 4.2/5 (40)

   • Email: [email protected]

6. www.glassdoor.com › Reviews › Trajan-Wealth-ReviewsTrajan Wealth Reviews: What Is It Like to Work At Trajan ...

   www.glassdoor.com › Reviews › Trajan-Wealth-Reviews

   Nov 28, 2023 · Trajan Wealth has an overall rating of 3.4 out of 5, based on over 18 reviews left anonymously by employees. 54% of employees would recommend working at Trajan Wealth to a friend and 52% have a positive outlook for the business. This rating has decreased by 18% over the last 12 months.

   • 3.4/5 (18)

7. Videos

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     3:03

     youtube.com

     Meet Trajan Wealth

     Jul 10, 2022

     482 Views

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     18:00

     youtube.com

     Who is Jeff Junior? - Build Your Wealth with Trajan Wealth Podcast

     Sep 16, 2020

     471 Views

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     trajanwealth.com

     About Trajan Wealth - Your Local Fiduciary Advisors

     May 4, 2019

     0 Views

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8. reviews.birdeye.com › trajan-wealth-157315559271589Trajan Wealth - 61 Reviews - Financial Services in Tucson, AZ ...

   reviews.birdeye.com › trajan-wealth-157315559271589

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   Read 61 customer reviews of Trajan Wealth, one of the best Financial Services businesses at 3134 N Swan Rd, Tucson, AZ 85712 United States. Find reviews, ratings, directions, business hours, and book appointments online.

9. www.bbb.org › customer-reviewsTrajan Wealth, LLC | Reviews | Better Business Bureau® Profile

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   Sep 18, 2023 · View customer reviews of Trajan Wealth, LLC. Leave a review and share your experience with the BBB and Trajan Wealth, LLC.