Director of Finance, Member of the Board of Managers · Healthequity Advisors
Cordell M. Eggett
CRD 6583888 · Named on Form ADV at one SEC-registered adviser
At a glance
Healthequity Advisors, an SEC-registered wealth manager based in Draper, UT with $2.0 billion in regulatory assets, lists Cordell M. Eggett on its Form ADV as Director of Finance, Member of the Board of Managers, a control person.
Firms and roles
- Healthequity AdvisorsDirector of Finance, Member of the Board of ManagersWealth manager · Draper, UT · $2.0B in regulatory assets
AtlasMembers
Cordell’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- James R. IvieManaging Director, Healthequity Advisors
- Stephen D. NeelemanMember of the Board of Managers, Healthequity Advisors
- Jayson P. AlexanderChief Compliance Officer, Healthequity Advisors
- James M. LucaniaMember of the Board of Managers, Healthequity Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cordell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.