Business Profile
Financial Planning Consultants
Ahwatukee Planning & Investments, LLCThis business is NOT BBB Accredited.
Find BBB Accredited Businesses in Financial Planning Consultants.
About
Overview
Ahwatukee Planning & Investments, LLC
16847 S 12th Way
Phoenix, AZ 85048-4756
Years in Business: 21
BBB Accreditation & Rating
Ahwatukee Planning & Investments, LLC is NOT a BBB Accredited Business.
To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.
Why choose a BBB Accredited Business?About This Business
This company provides financial and estate planning services.
Business Details
- BBB File Opened:
- 9/7/2004
- Business Started:
- 9/1/2003
- Business Started Locally:
- 9/1/2003
- Business Incorporated:
- 7/21/2003
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- LPL Financial, LLC
- Business Management:
- Mr. Mark D. Wilson, Managing Member
Additional Contact Information
- Principal Contacts
- Mr. Mark D. Wilson, Managing Member
- Customer Contacts
- Mr. Mark D. Wilson, Managing Member
- Fax numbers
- Primary Fax: (480) 477-8476
- Additional Phone Numbers
- Other Phone: (877) 744-9898
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Refund and Exchange Policy
- Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following state: Arizona. - Referral Assistance
- Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 210
Phoenix AZ 85018
Phone Number: (602) 364-2499
Fax Number: (602) 364-2505
http://www.azinsurance.gov
[email protected]