Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Cottonwood Heights, UT
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Cottonwood Heights, A to Z.
The short answer
9 registered advisors work at LPL Financial LLC in Cottonwood Heights, out of 21,094 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
LPL Financial LLC advisors in Cottonwood Heights, A to Z
Every LPL Financial LLC advisor →- Mike R. DonaldsonAlso a broker rep
- James K. DukeAlso a broker rep
- John R. EnghCertified Financial Planner · Also a broker rep
- Brian G. KastelerAlso a broker rep
- Patrick S. LatimerAlso a broker rep
- Russell C. MadsenInvestment adviser rep
- Brandon T. PreeceAlso a broker rep
- Joseph L. TaylorAlso a broker rep
- Nathan J. WoodwardAlso a broker rep
LPL Financial LLC advisors in every city and state →LPL Financial LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Financial LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →
LPL Financial LLC advisors in other cities
San Diego, CA 743Fort Mill, SC 408Houston, TX 130Charlotte, NC 114Austin, TX 112Scottsdale, AZ 109Chicago, IL 100Las Vegas, NV 89Tampa, FL 89Seattle, WA 80Fresno, CA 79Honolulu, HI 77San Antonio, TX 77Dallas, TX 76Atlanta, GA 70
Other firms in Cottonwood Heights
All Cottonwood Heights advisors →Sofi Wealth LLC 26Charles Schwab & Co., Inc. 18Raymond James & Associates, Inc. 14Wells Fargo Advisors Financial Network, LLC 11Lido 8Oneamerica Securities, Inc. 7Cambridge Investment Research Advisors, Inc. 5M2 Financial LLC 4Sequoia Financial Group, L.L.C. 4Strategic Advisers LLC 4S20 Capital, LLC 3
Questions
How many financial advisors does LPL Financial LLC have in Cottonwood Heights?
9 investment adviser representatives are registered at LPL Financial LLC offices in Cottonwood Heights, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Cottonwood Heights?
LPL Financial LLC ranks number 5 in Cottonwood Heights by registered advisors; Sofi Wealth LLC has the most, with 26.
How do I check a LPL Financial LLC advisor in Cottonwood Heights?
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 LPL Financial LLC 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.