Financial ADVSR advisor directory · SEC adviser records
Oneamerica Securities, Inc. financial advisors in Cottonwood Heights, UT
Every SEC-registered investment adviser representative at a Oneamerica Securities, Inc. office in Cottonwood Heights, A to Z.
The short answer
7 registered advisors work at Oneamerica Securities, Inc. in Cottonwood Heights, out of 306 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Oneamerica Securities, Inc. advisors in Cottonwood Heights, A to Z
Every Oneamerica Securities, Inc. advisor →- Thomas B. CoilAlso a broker rep
- Maxwell A. CoullietteCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Bret W. HortinChartered Financial Consultant · Also a broker rep
- Lorne D. KearlChartered Financial Consultant · Also a broker rep
- Clark C. LarsenAlso a broker rep
- Logan LeachAlso a broker rep
- Jason E. PalmerCertified Financial Planner · Also a broker rep
Oneamerica Securities, Inc. advisors in every city and state →Oneamerica Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Oneamerica Securities, Inc. advisors in other cities
Indianapolis, IN 117Waltham, MA 13Newport Beach, CA 12Carmel, IN 10Scottsdale, AZ 7Wichita, KS 7Miami, FL 6Lincolnshire, IL 5Merrillville, IN 5Nampa, ID 5Parsippany, NJ 5Carlsbad, CA 4Layton, UT 4Tampa, FL 4Amston, CT 3
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 8Cambridge 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 Oneamerica Securities, Inc. have in Cottonwood Heights?
7 investment adviser representatives are registered at Oneamerica Securities, Inc. offices in Cottonwood Heights, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 306 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Oneamerica Securities, Inc. one of the largest advisor employers in Cottonwood Heights?
Oneamerica Securities, Inc. ranks number 7 in Cottonwood Heights by registered advisors; Sofi Wealth LLC has the most, with 26.
How do I check a Oneamerica Securities, Inc. 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 Oneamerica Securities, Inc. 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.