Financial ADVSR advisor directory · SEC adviser records
Amicus Financial Advisors, LLC financial advisors in Lehi, UT
Every SEC-registered investment adviser representative at a Amicus Financial Advisors, LLC office in Lehi, A to Z.
The short answer
5 registered advisors work at Amicus Financial Advisors, LLC in Lehi, out of 17 at the firm nationwide; it ranks number 11 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Amicus Financial Advisors, LLC advisors in Lehi, A to Z
Every Amicus Financial Advisors, LLC advisor →- Nicholas V. BodilyCertified Financial Planner
- Marco A. FigueroaCertified Financial Planner
- Daniel B. MaxwellInvestment adviser rep
- Gregory B. MaxwellCertified Financial Planner
- Larry H. PetersonCertified Financial Planner
Amicus Financial Advisors, LLC advisors in every city and state →Amicus Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Amicus Financial Advisors, LLC advisors in other cities
Lubbock, TX 8Easton, PA 1McAllen, TX 1Midland, TX 1Rosharon, TX 1
Other firms in Lehi
All Lehi advisors →Strategic Advisers LLC 39B.O.S.s. Retirement Advisors, LLC 36MML Investors Services, LLC 15Townsquare Capital, LLC 14Drive Wealth Advisers 12Driven Investments LLC 9Private Advisory 9Solidarity Wealth, LLC 8Wells Fargo Advisors Financial Network, LLC 7Decker Retirement Planning Inc. 6Edward Jones 5Soltis Investment Advisors, LLC 5
Questions
How many financial advisors does Amicus Financial Advisors, LLC have in Lehi?
5 investment adviser representatives are registered at Amicus Financial Advisors, LLC offices in Lehi, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Amicus Financial Advisors, LLC one of the largest advisor employers in Lehi?
Amicus Financial Advisors, LLC ranks number 11 in Lehi by registered advisors; Strategic Advisers LLC has the most, with 39.
How do I check a Amicus Financial Advisors, LLC advisor in Lehi?
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 Amicus Financial Advisors, 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.