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Financial ADVSR advisor directory · SEC adviser records

M2 Financial LLC financial advisors in Cottonwood Heights, UT

Every SEC-registered investment adviser representative at a M2 Financial LLC office in Cottonwood Heights, A to Z.

The short answer

4 registered advisors work at M2 Financial LLC in Cottonwood Heights, out of 4 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

M2 Financial LLC advisors in Cottonwood Heights, A to Z

Every M2 Financial LLC advisor →

M2 Financial LLC advisors in every city and state →Advisor Moves: who changed firms this week →

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 11LPL Financial LLC 9Lido 8Oneamerica Securities, Inc. 7Cambridge Investment Research Advisors, Inc. 5Sequoia Financial Group, L.L.C. 4Strategic Advisers LLC 4S20 Capital, LLC 3

Questions

How many financial advisors does M2 Financial LLC have in Cottonwood Heights?

4 investment adviser representatives are registered at M2 Financial LLC offices in Cottonwood Heights, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is M2 Financial LLC one of the largest advisor employers in Cottonwood Heights?

M2 Financial LLC ranks number 9 in Cottonwood Heights by registered advisors; Sofi Wealth LLC has the most, with 26.

How do I check a M2 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 M2 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.