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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Alpine, UT

Every SEC-registered investment adviser representative at a firm office in Alpine, with the firms that employ the most of them.

25 registered advisors work in Alpine; the most are at Lone Peak Global Investors, LLC (4). 0 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Alpine

FirmAdvisors in Alpine
Lone Peak Global Investors, LLC4
Edward Jones news3
Blueprint Financial Advisors2
Cowdell Investments, LLC2
Lymanwealth LLC2
Osaic Wealth, Inc. news2
Strategic Advisers LLC2
Ameriprise Financial Services, LLC news1
Chamberlain Long Wealth Management, LLC1
Commonwealth Financial Network news1
Focus Partners Wealth, LLC1
Private Client Advisor Group, LLC1
Raymond James & Associates, Inc. news1
State Farm Investment Management Corp.1
Wells Fargo Clearing Services, LLC news1

Advisors in Alpine, A to Z

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Other cities in Utah

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Salt Lake City 1,636South Jordan 380Sandy 340Lehi 247Draper 173Provo 153Cottonwood Heights 148Orem 132Holladay 125St. George 117Bountiful 106Park City 100Ogden 92Logan 74Murray 69West Jordan 69Midvale 68Layton 67Farmington 55Pleasant Grove 48Saratoga Springs 45Centerville 43Riverton 43Kaysville 37

Questions

How many financial advisors are in Alpine, UT?

25 investment adviser representatives are registered at firm offices in Alpine, Utah, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Alpine?

Lone Peak Global Investors, LLC, with 4 registered advisors in Alpine, followed by Edward Jones with 3.

How do I check a financial advisor in Alpine?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.