Unclaimed Profile

Jeffrey Lloyd Sims

MADISON SCOTTSDALE, LC·SCOTTSDALE, Arizona

Series 65Clean record12 years registeredMADISON SCOTTSDALE, LC

8777 N. GAINEY CENTER DRIVE, SCOTTSDALE, AZ 85258CRD# 4440662Firm CRD# 114949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Lloyd Sims · SCOTTSDALE, AZ

Registration

CRD #4440662 · MADISON SCOTTSDALE, LC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MADISON SCOTTSDALE, LC

SAGE ADVISORY SERVICES LTD CO

Sep 2013 – Nov 2018

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 16, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADISON SCOTTSDALE, LC

CRD 114949 · SEC 801-60508

AUM

$2.1B

Regulatory assets under management

Employees

54 client accounts

Services offered by MADISON SCOTTSDALE, LC

Per Form ADV

Other

View all advisors at MADISON SCOTTSDALE, LC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Lloyd Sims offer?

Jeffrey Lloyd Sims is a registered financial advisor in SCOTTSDALE, Arizona.

What are Jeffrey Lloyd Sims's credentials?

Jeffrey Lloyd Sims is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Lloyd Sims located?

Jeffrey Lloyd Sims is based in SCOTTSDALE, Arizona, last registered with MADISON SCOTTSDALE, LC.

How does Jeffrey Lloyd Sims charge for services?

Jeffrey Lloyd Sims's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADISON SCOTTSDALE, LC?

MADISON SCOTTSDALE, LC has approximately 8 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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