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Financial ADVSR advisor directory · SEC adviser records

Promontory Financial Planning, LLC financial advisors

Every SEC-registered investment adviser representative at Promontory Financial Planning, LLC, by the state and city of the office they work from.

11 registered advisors work at Promontory Financial Planning, LLC, in 2 states and 5 cities; the most are in Farmington, UT (5). 1 list the CFP designation and 2 are also registered broker representatives.

Search every Promontory Financial Planning, LLC advisor by name →Who joined and left Promontory Financial Planning, LLC →Promontory Financial Planning, LLC: assets, clients and custodians →

Cities with the most Promontory Financial Planning, LLC advisors

Farmington, UT 5Layton, UT 3Logan, UT 1Los Altos, CA 1Spanish Fork, UT 1

Promontory Financial Planning, LLC advisors by state

Promontory Financial Planning, LLC in Utah 10

Farmington 5Layton 3Logan 1Spanish Fork 1

Promontory Financial Planning, LLC in California 1

Los Altos 1

Questions

How many financial advisors does Promontory Financial Planning, LLC have?

11 investment adviser representatives are registered with Promontory Financial Planning, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 5 cities. 1 list the CFP designation and 2 are also registered as broker representatives.

Where does Promontory Financial Planning, LLC have the most advisors?

Farmington, UT, with 5 registered advisors, then Layton, UT (3). By state, Utah has the most, with 10.

How do I find a Promontory Financial Planning, LLC financial advisor near me?

Pick your state below, then your city, to see every Promontory Financial Planning, LLC advisor registered at an office there. Each one 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. An advisor registered at Promontory Financial Planning, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →