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Financial ADVSR advisor directory · SEC adviser records

Promontory Financial Planning, LLC financial advisors in Farmington, UT

Every SEC-registered investment adviser representative at a Promontory Financial Planning, LLC office in Farmington, A to Z.

The short answer

5 registered advisors work at Promontory Financial Planning, LLC in Farmington, out of 11 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.

Promontory Financial Planning, LLC advisors in Farmington, A to Z

Every Promontory Financial Planning, LLC advisor →

Promontory Financial Planning, LLC advisors in every city and state →Promontory Financial Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Promontory Financial Planning, LLC advisors in other cities

Layton, UT 3Logan, UT 1Los Altos, CA 1Spanish Fork, UT 1

Other firms in Farmington

All Farmington advisors →

Strategic Advisers LLC 13Cetera Investment Advisers LLC 5LPL Financial LLC 5Wealth Enhancement Advisory Services, LLC 4Charles Schwab & Co., Inc. 3

Questions

How many financial advisors does Promontory Financial Planning, LLC have in Farmington?

5 investment adviser representatives are registered at Promontory Financial Planning, LLC offices in Farmington, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Promontory Financial Planning, LLC one of the largest advisor employers in Farmington?

Promontory Financial Planning, LLC ranks number 4 in Farmington by registered advisors; Strategic Advisers LLC has the most, with 13.

How do I check a Promontory Financial Planning, LLC advisor in Farmington?

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 Promontory Financial Planning, 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.