Myra
Alport
Copperwynd Financial
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About this Advisor
Myra Alport is a financial advisor based out of Scottsdale, Arizona with 2 years of relevant experience. Alport works at Copperwynd Financial. Over the course of their career, they have held roles at Cambridge Investment Research, Inc, Galloway Asset Management, Purshe Kaplan Sterling Investments, Geneos Wealth Management, Integrated Wealth Management, Cambridge Investment Research Advisors, Inc, Thompson Wealth Management and Brightside Benefits. Alport has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona. Copperwynd Financial is a firm that has its headquarters in Scottsdale, AZ. It has $459 million in total assets among its 1,930 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,930 accounts, 38% are held by high-net-worth investors who have at least $1 million in assets. Copperwynd Financial has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fee schedules usually are based on which services are provided. Fees charged by Copperwynd Financial typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copperwynd Financial Brokerage Details
$458,949,625
10
1,930
$237,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Myra Alport Work History
Myra has been registered as a financial advisor for 2 years.*
Brightside Benefits
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Thompson Wealth Management
Geneos Wealth Management
Integrated Wealth Management
Purshe Kaplan Sterling Investments
Cambridge Investment Research, Inc
Galloway Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Myra Alport to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Scottsdale, AZ
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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