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Ronald Lee Shurts

SHURWEST ASSET MANAGEMENT, LLC·SCOTTSDALE, Arizona
SIE, Series 6, Series 63Clean recordSHURWEST ASSET MANAGEMENT, LLC
14287 N. 87TH STREET, SUITE 120, SCOTTSDALE, AZ 85260CRD# 4365088Firm CRD# 164099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Lee Shurts · SCOTTSDALE, AZ
Registration
CRD #4365088 · SHURWEST ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SHURWEST ASSET MANAGEMENT, LLC
CRD 164099 · SEC 801-76845
AUM
—
Regulatory assets under management
Services offered by SHURWEST ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHURWEST ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Ronald Lee Shurts offer?
Ronald Lee Shurts specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Ronald Lee Shurts's credentials?
Ronald Lee Shurts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Lee Shurts located?
Ronald Lee Shurts is based in SCOTTSDALE, Arizona, working with SHURWEST ASSET MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Ronald Lee Shurts charge for services?
Ronald Lee Shurts's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHURWEST ASSET MANAGEMENT, LLC?
SHURWEST ASSET MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Other Advisors at SHURWEST ASSET MANAGEMENT, LLC

Edward C Lewis
SCOTTSDALE, AZ
Jeffrey Francis Thompson
SCOTTSDALE, AZ

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Research
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