Financial ADVSR advisor directory · SEC adviser records
R.O.I. financial advisors in Utah
Every SEC-registered investment adviser representative at a R.O.I. office in Utah, by city and A to Z.
The short answer
3 registered advisors work at R.O.I. in Utah, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Lindon (2). 2 list the CFP designation and 0 are also registered broker representatives.
R.O.I. advisors by city in Utah
Every firm in Utah →R.O.I. advisors in Utah, A to Z
Search by name →- Benjamin A. OlsonLindon · Certified Financial Planner
- Joseph G. OlsonLindon · Certified Financial Planner
- Ronald H. OlsonLehi
R.O.I. advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many R.O.I. financial advisors are in Utah?
3 investment adviser representatives are registered at R.O.I. offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Utah does R.O.I. have the most advisors?
Lindon, with 2, then Lehi (1). R.O.I. has advisors in 2 cities in Utah.
How do I check a R.O.I. 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 R.O.I. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.