Financial ADVSR advisor directory · SEC adviser records
Harold Dance Investments financial advisors in Logan, UT
Every SEC-registered investment adviser representative at a Harold Dance Investments office in Logan, A to Z.
7 registered advisors work at Harold Dance Investments in Logan, out of 7 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Harold Dance Investments advisors in Logan, A to Z
Every Harold Dance Investments advisor →- Patty S. BartholomewAlso a broker rep
- Garrett T. EllisAlso a broker rep
- Kent B. HaueterCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Aaron J. NeeleyAlso a broker rep
- Daniel J. NeeleyPersonal Financial Specialist · Also a broker rep
- Jack W. PetersonAlso a broker rep
- Kristilyn WilkinsonCertified Financial Planner · Also a broker rep
Harold Dance Investments advisors in every city and state →Harold Dance Investments: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Logan
All Logan advisors →Adams Wealth Advisors 9LPL Financial LLC 9Edward Jones 7Andina Advisors 6Beacon Financial Planning, LLC 3Cachetech 3Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does Harold Dance Investments have in Logan?
7 investment adviser representatives are registered at Harold Dance Investments offices in Logan, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Harold Dance Investments one of the largest advisor employers in Logan?
Harold Dance Investments ranks number 4 in Logan by registered advisors; Adams Wealth Advisors has the most, with 9.
How do I check a Harold Dance Investments advisor in Logan?
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 Harold Dance Investments 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.