Financial ADVSR advisor directory · SEC adviser records
Solidarity Wealth, LLC financial advisors in Lehi, UT
Every SEC-registered investment adviser representative at a Solidarity Wealth, LLC office in Lehi, A to Z.
8 registered advisors work at Solidarity Wealth, LLC in Lehi, out of 8 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Solidarity Wealth, LLC advisors in Lehi, A to Z
Every Solidarity Wealth, LLC advisor →- Daniel ClarkInvestment adviser rep
- Robert C. FeatherstoneInvestment adviser rep
- Jeffrey T. McCleanInvestment adviser rep
- William J. Mortimer IIInvestment adviser rep
- Robert S. PatrickInvestment adviser rep
- John H. RosswogInvestment adviser rep
- Nicholas L. TrotterCertified Financial Planner
- Zachary M. WhitchurchCertified Financial Planner
Solidarity Wealth, LLC advisors in every city and state →Solidarity Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 9Wells 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 Solidarity Wealth, LLC have in Lehi?
8 investment adviser representatives are registered at Solidarity Wealth, LLC offices in Lehi, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Solidarity Wealth, LLC one of the largest advisor employers in Lehi?
Solidarity Wealth, LLC ranks number 8 in Lehi by registered advisors; Strategic Advisers LLC has the most, with 39.
How do I check a Solidarity Wealth, 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 Solidarity Wealth, 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.