Unclaimed Profile

Gary Lynn Luna

TRITON WEALTH MANAGEMENT, PLLC·SURPRISE, Arizona

SIE, Series 7, Series 9, Series 10, Series 63CFP13 years registeredTRITON 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 · 13 years registered

Brand Profile

Not yet started

Career History

DYNAMIC WEALTH ADVISORS

Jan 2015 – present

KMS FINANCIAL SERVICES, INC

Dec 2012 – Jul 2014

SURPRISE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · December 20, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

2007Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRITON WEALTH MANAGEMENT, PLLC

CRD 291070 · SEC 801-114305

AUM

$307M

Regulatory assets under management

Employees

1,398 client accounts

Services offered by TRITON WEALTH MANAGEMENT, PLLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRITON WEALTH MANAGEMENT, PLLC →

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 →

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 Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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 →