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Financial ADVSR advisor directory · SEC adviser records

Promontory Financial Planning, LLC financial advisors in Utah

Every SEC-registered investment adviser representative at a Promontory Financial Planning, LLC office in Utah, by city and A to Z.

The short answer

10 registered advisors work at Promontory Financial Planning, LLC in Utah, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in Farmington (5). 1 list the CFP designation and 1 are also registered broker representatives.

Promontory Financial Planning, LLC advisors by city in Utah

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Farmington 5Layton 3Logan 1Spanish Fork 1

Promontory Financial Planning, LLC advisors in Utah, A to Z

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Questions

How many Promontory Financial Planning, LLC financial advisors are in Utah?

10 investment adviser representatives are registered at Promontory Financial Planning, LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

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

Farmington, with 5, then Layton (3). Promontory Financial Planning, LLC has advisors in 4 cities in Utah.

How do I check a Promontory Financial Planning, LLC 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 Promontory Financial Planning, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.