Financial ADVSR advisor directory · SEC adviser records
Albion Financial Group financial advisors in Utah
Every SEC-registered investment adviser representative at a Albion Financial Group office in Utah, by city and A to Z.
The short answer
14 registered advisors work at Albion Financial Group in Utah, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Salt Lake City (14). 6 list the CFP designation and 0 are also registered broker representatives.
Albion Financial Group advisors by city in Utah
Every firm in Utah →Albion Financial Group advisors in Utah, A to Z
Search by name →- Catherine T. BarronSalt Lake City
- John Q. BirdSalt Lake City · Certified Financial Planner, Chartered Financial Analyst
- Jose BitonSalt Lake City
- Michelle C. BuxtonSalt Lake City · Certified Financial Planner
- Bradley K. CurtisSalt Lake City · Certified Financial Planner
- Heath D. HeavySalt Lake City · Certified Financial Planner
- Walter H. JosephSalt Lake City
- Carrie A. KerrSalt Lake City
- William T. LevittSalt Lake City
- Patrick K. LunderganSalt Lake City · Certified Financial Planner
- Zachary RileySalt Lake City
- Jason WareSalt Lake City
- Jackson G. WatsonSalt Lake City · Certified Financial Planner, Chartered Financial Analyst
- Bo WilkinsonSalt Lake City
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Questions
How many Albion Financial Group financial advisors are in Utah?
14 investment adviser representatives are registered at Albion Financial Group offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Utah does Albion Financial Group have the most advisors?
Salt Lake City, with 14. Albion Financial Group has advisors in 1 city in Utah.
How do I check a Albion Financial Group advisor in Utah?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Albion Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.