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professional profile

Ian Andrew Amberson, CFA, CFP

RRIAR Phoenix, AZ CRD 6912284 Last verified October 2026

Overview

Ian Andrew Amberson is a registered representative and an investment adviser representative based in Phoenix, AZ, with 8 years in the industry.

Years in the industry
8
States registered
7
Exams passed
4
Current firms
2

Contact

3 phone numbers on file

Registrations and licenses

  • Registered in 7 states
  • Series 63
  • Series 66
  • Series 7
  • SIE

Every state, with registration and license dates

Firms

Employment history since 2018

Book and practice

Firm assets under management on file

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