Joshua L Gifford

Employer firm

Premier Southwest Planning Group, LLC CRD 132868

$92.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 12/2016
  Family Tree Estate Planning
  Scottsdale, AZ
• 01/2017 → 01/2019
  Massmutual Financial Group
  Scottsdale, AZ
• 01/2017 → Present
  Premier Southwest Benefits Group, Inc.
  Scottsdale, AZ
• 02/2021 → Present
  Integrity Wealth Partners Az, Llc
  Phoenix, AZ
• 07/2021 → Present
  Prefund The Police- Non- Profit
  Pheonix, AZ
• 05/2022 → Present
  Premier Southwest Planning Group, Llc
  Scottsdale, AZ
• 06/2023 → 09/2023
  T&T Capital Management
  Coto De Caza, CA

Previous Registrations

• 2023-06-07 → 2023-09-19
  T&T Capital Management
  Phoenix, AZ

Other Businesses

Prefund the Police; no; Pheonix, AZ; Non-profit; Board Member; 07/2021; 5; 0; 5 Integrity Wealth Partners AZ, LLC; yes; Phoenix, AZ; Insurance Agent/ CEO;02/2021;25;0 Premier Southwest Benefits Group, Inc.; yes; Scottsdale, AZ; Insurance Agent; 01/2017; 25; 0; 25

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-17