Unclaimed Profile

Jeffrey Lloyd Sims

MADISON SCOTTSDALE, LC·SCOTTSDALE, Arizona

Clean recordMADISON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Lloyd Sims is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with MADISON SCOTTSDALE, LC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MADISON SCOTTSDALE, LC

MADISON SCOTTSDALE

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MADISON SCOTTSDALE, LC →

Services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4440662

Firm CRD# 114949

View on FINRA BrokerCheck →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Lloyd Sims offer?

Jeffrey Lloyd Sims is a registered financial advisor in SCOTTSDALE, Arizona. Contact their office for details on services offered.

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, working with MADISON SCOTTSDALE, LC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →