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Financial ADVSR advisor directory · SEC adviser records

Platform Wealth Advisors financial advisors in Utah

Every SEC-registered investment adviser representative at a Platform Wealth Advisors office in Utah, by city and A to Z.

3 registered advisors work at Platform Wealth Advisors in Utah, out of 6 nationwide; it's the firm's number 2 state by advisors, and the most are in Holladay (3). 0 list the CFP designation and 0 are also registered broker representatives.

Platform Wealth Advisors advisors by city in Utah

Every firm in Utah →

Holladay 3

Platform Wealth Advisors advisors in Utah, A to Z

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Platform Wealth Advisors advisors in every state →Platform Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Platform Wealth Advisors in other states

California 3

Questions

How many Platform Wealth Advisors financial advisors are in Utah?

3 investment adviser representatives are registered at Platform Wealth Advisors offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Platform Wealth Advisors have the most advisors?

Holladay, with 3. Platform Wealth Advisors has advisors in 1 city in Utah.

How do I check a Platform Wealth Advisors 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 Platform Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.