AdvisorOS Directory
Claim Profile
GL

Gary Lynn Luna

TRITON WEALTH MANAGEMENT, PLLC·SURPRISE, Arizona
Unclaimed Profile
14780 WEST MOUNTAIN VIEW BLVD., SUITE 211, SURPRISE, AZ 85374CRD# 5006571Firm CRD# 291070
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
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
No disclosures on file
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 in SURPRISE
Adam Charles Carlini — DYNAMIC WEALTH ADVISORSStewart A Willis — ASSET PRESERVATION TAX & RETIREMENT, L.L.C.Kent Garry Forsey — HILLSPRING FINANCIAL, INC.
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile