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Financial ADVSR advisor directory · SEC adviser records

Promontory Financial Planning, LLC financial advisors in Layton, UT

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

The short answer

3 registered advisors work at Promontory Financial Planning, LLC in Layton, out of 11 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Promontory Financial Planning, LLC advisors in Layton, 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

Farmington, UT 5Logan, UT 1Los Altos, CA 1Spanish Fork, UT 1

Other firms in Layton

All Layton advisors →

Strategic Advisers LLC 19First Command Advisory Services 5Pfs Investments Inc. 5Raymond James Financial Services Advisors, Inc. 4Transamerica Financial Advisors, LLC 4LPL Financial LLC 3Oneamerica Securities, Inc. 3State Farm Investment Management Corp. 3Wells Fargo Clearing Services, LLC 3

Questions

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

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

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

Promontory Financial Planning, LLC ranks number 8 in Layton by registered advisors; Strategic Advisers LLC has the most, with 19.

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

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.