Tevis West
Tevis West is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Surprise, AZ, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14800 West Mountain View Blvd, Ste 105, Surprise, AZ, 85374
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tevis is affiliated with Primary AZ Financial and Legacy Financial as an independent contractor for support. He also owns T.W. Financial PLLC and works as a sales agent for Insurance Designers, selling non-variable insurance products.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations32 states
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