Gwynn-Scrivener

A. K. Gwynn Scrivener, CFP®, ChFC
LPL Financial Advisor
Located at Arizona State Credit Union
777 South Alvernon Way
Tucson, AZ 85711

Phone: 520.784.5018
Fax: 520.784.5019
Toll Free 877.566.0517
Email: gwynn.scrivener@lpl.com

"Even if you’re on the right track, you’ll get run over if you just sit there."
-Will Rogers

As a regional financial advisor for LPL Financial located at Arizona State Credit Union, Gwynn travels throughout the Tucson area working with members to determine and help achieve their financial planning goals.

As a former teacher and a CERTIFIED FINANCIAL PLANNER™, Gwynn is well educated in financial planning. He is able to simplify the many complex financial options that are available so his members are able to make appropriate financial decisions. Gwynn uses his 22 years of financial experience to help his members stay the course during the many ups and downs of the financial markets.

Gwynn and his wife Ann make their home in Tucson, Arizona. He enjoys playing golf, singing, dancing, and spending time with his family.

Education: Gwynn has a Bachelor of Science from the University of Maryland and a Masters of Science from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant and is Series 7, 63, 66, and Life/Health/VA licensed. (Registrations held through LPL Financial)

Professional Services:

  • Professionally Managed Accounts
  • Tax-Free Investments
  • Tax-Managed Investments
  • Retirement Income Planning Strategies
  • Estate Planning and Wealth Transfer Strategies
  • Retirement Planning - (Traditional IRAs, Roth IRAs, 401k, and 403b accounts)
  • Portfolio Review and Financial Management Analysis
  • College Savings - (529 Plans and Coverdell Educational IRAs)
  • Small Business Retirement Planning - (SIMPLE IRAs, SEP-IRAs, and 401k's)
  • Insurance Needs Analysis

 

 

Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Arizona State Credit Union is not a registered broker-dealer nor affiliated with LPL Financial.

NOT NCUA INSURED NO CREDIT UNION GUARANTEE MAY LOSE VALUE

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


 

Contact Us

LPL Financial located at Arizona State Credit Union

2355 W. Pinnacle Peak Rd.
Phoenix, AZ 85027
1-877-566-0517

Financial Advisors:

Scottsdale, Monroe, Pinnacle Peak, ASU West, and Glendale branches
(602) 467-4009

Tempe, San Tan, and Gilbert branches
(602) 644-4608

Prescott Valley, Prescott, and Chino Valley
(928) 649-7314

Tucson
(520) 784-5018

Safford
(928) 348-2012