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Financial ADVSR advisor directory · SEC adviser records

Squire Wealth Advisors financial advisors in Utah

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

12 registered advisors work at Squire Wealth Advisors in Utah, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Orem (11). 3 list the CFP designation and 0 are also registered broker representatives.

Squire Wealth Advisors advisors by city in Utah

Every firm in Utah →

Orem 11Salt Lake City 1

Squire Wealth Advisors advisors in Utah, A to Z

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Questions

How many Squire Wealth Advisors financial advisors are in Utah?

12 investment adviser representatives are registered at Squire Wealth Advisors offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

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

Orem, with 11, then Salt Lake City (1). Squire Wealth Advisors has advisors in 2 cities in Utah.

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