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Financial ADVSR advisor directory · SEC adviser records

Oak Lane Advisors financial advisors in Centerville, UT

Every SEC-registered investment adviser representative at a Oak Lane Advisors office in Centerville, A to Z.

4 registered advisors work at Oak Lane Advisors in Centerville, out of 6 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Oak Lane Advisors advisors in Centerville, A to Z

Every Oak Lane Advisors advisor →

Oak Lane Advisors advisors in every city and state →Oak Lane Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Oak Lane Advisors advisors in other cities

Idaho Falls, ID 2

Other firms in Centerville

All Centerville advisors →

Alliance Wealth Advisors, LLC 12Altura Private Wealth LLC 5LPL Financial LLC 4Strategic Advisers LLC 4Cwm, LLC 3

Questions

How many financial advisors does Oak Lane Advisors have in Centerville?

4 investment adviser representatives are registered at Oak Lane Advisors offices in Centerville, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Oak Lane Advisors one of the largest advisor employers in Centerville?

Oak Lane Advisors ranks number 4 in Centerville by registered advisors; Alliance Wealth Advisors, LLC has the most, with 12.

How do I check a Oak Lane Advisors advisor in Centerville?

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 Oak Lane Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.