Financial ADVSR advisor directory · SEC adviser records
Private Advisory financial advisors in Lehi, UT
Every SEC-registered investment adviser representative at a Private Advisory office in Lehi, A to Z.
9 registered advisors work at Private Advisory in Lehi, out of 17 at the firm nationwide; it ranks number 7 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Private Advisory advisors in Lehi, A to Z
Every Private Advisory advisor →- Parker AndersonInvestment adviser rep
- Douglas R. BeanCertified Financial Planner
- Matthew T. ChambersCertified Financial Planner
- Joshua M. GlennCertified Financial Planner
- Wesley T. JensenInvestment adviser rep
- Katherine A. LudemanInvestment adviser rep
- Stephen W. ReevesCertified Financial Planner
- McKenna E. RiceInvestment adviser rep
- McKenna P. SheldonCertified Financial Planner
Private Advisory advisors in every city and state →Private Advisory: assets, clients and custodians →Advisor Moves: who changed firms this week →
Private Advisory advisors in other cities
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 9Solidarity Wealth, LLC 8Wells Fargo Advisors Financial Network, LLC 7Decker Retirement Planning Inc. 6Amicus Financial Advisors, LLC 5Edward Jones 5Soltis Investment Advisors, LLC 5
Questions
How many financial advisors does Private Advisory have in Lehi?
9 investment adviser representatives are registered at Private Advisory offices in Lehi, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Private Advisory one of the largest advisor employers in Lehi?
Private Advisory ranks number 7 in Lehi by registered advisors; Strategic Advisers LLC has the most, with 39.
How do I check a Private Advisory 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 Private Advisory 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.