AdvisorOS Directory
Claim Profile
Unclaimed Profile
GL

Gary Lynn Luna

TRITON WEALTH MANAGEMENT, PLLC·SURPRISE, Arizona
Clean recordTRITON WEALTH MANAGEMENT, PLLC
14780 WEST MOUNTAIN VIEW BLVD., SUITE 211, SURPRISE, AZ 85374CRD# 5006571Firm CRD# 291070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Lynn Luna · SURPRISE, AZ
Registration
CRD #5006571 · TRITON WEALTH MANAGEMENT, PLLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gary Lynn Luna is a registered financial advisor based in SURPRISE, Arizona, affiliated with TRITON WEALTH MANAGEMENT, PLLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Gary

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

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

03

Firm Overview

Firm
TRITON WEALTH MANAGEMENT, PLLC
TRITON WEALTH MANAGEMENT, PLLC
AUM
$307M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TRITON WEALTH MANAGEMENT, PLLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5006571
Firm CRD# 291070
View on FINRA BrokerCheck →

Looking for a financial advisor in SURPRISE?

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

Browse SURPRISE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gary Lynn Luna offer?
Gary Lynn Luna specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SURPRISE, Arizona for a consultation.
What are Gary Lynn Luna's credentials?
Gary Lynn Luna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Lynn Luna located?
Gary Lynn Luna is based in SURPRISE, Arizona, working with TRITON WEALTH MANAGEMENT, PLLC. Their office serves clients in the SURPRISE metropolitan area and surrounding communities.
How does Gary Lynn Luna charge for services?
Gary Lynn Luna's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRITON WEALTH MANAGEMENT, PLLC?
TRITON WEALTH MANAGEMENT, PLLC has approximately 8 employees and manages $307M 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 →

Other Advisors at TRITON WEALTH MANAGEMENT, PLLC

William Chad Mitton
SUN CITY, AZ
Michael Clawson Bird
SUN CITY, AZ
Cody Lee Ashton
SUN CITY, AZ
David Lee Dorsey
SUN CITY, AZ

More Advisors in SURPRISE, Arizona

Adam Charles Carlini
DYNAMIC WEALTH ADVISORS·SURPRISE, AZ
Kent Garry Forsey
HILLSPRING FINANCIAL, INC.·SURPRISE, AZ
Stewart A Willis
ASSET PRESERVATION TAX & RETIREMENT, L.L.C.·SURPRISE, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)TEMPE (24)CHANDLER (24)PEORIA (20)PRESCOTT (12)GILBERT (10)YUMA (9)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile