VerifiedFinancial Services· Founded 2012

Trajan Wealth Llc

Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today or lean more at TrajanWealth.com.

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Scottsdale, United States105(51 to 200)$1M to <$10M2012trajanwealth.com LinkedIn

Verified contacts

63

available on Kipplo

LinkedIn employees

105

51 to 200 range

Open roles

3

across 3 depts

Distinct roles

38

indexed titles

Tech stack

4

tools in use

Monthly traffic

449

organic / mo

Hiring · 3 open positions across 3 departments

Sales1

Customer Success1

Operations1

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Top roles at Trajan Wealth Llc

38 distinct titles indexed · top 10 shown.

7fiduciary advisor
3financial advisor
2client development agent
2client portfolio manager
2executive administrator
2fiducairy advisor
2investment advisor representative
2manager - client development team manager - portfolio management group
1()
1ceo and independent financial advisor
+28more titles

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