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Financial ADVSR advisor directory · SEC adviser records

Kestra Private Wealth Services, LLC financial advisors in Ogden, UT

Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in Ogden, A to Z.

4 registered advisors work at Kestra Private Wealth Services, LLC in Ogden, out of 194 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Kestra Private Wealth Services, LLC advisors in Ogden, A to Z

Every Kestra Private Wealth Services, LLC advisor →

Kestra Private Wealth Services, LLC advisors in every city and state →Kestra Private Wealth Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →

Kestra Private Wealth Services, LLC advisors in other cities

Austin, TX 77Salt Lake City, UT 8Sewickley, PA 7San Diego, CA 5Cranston, RI 4Middletown, NY 4Bloomfield Hills, MI 3Boca Raton, FL 3Brea, CA 3Chesterfield, MO 3Greenville, SC 3Melbourne, FL 3Plano, TX 3Roswell, GA 3Sandusky, OH 3

Other firms in Ogden

All Ogden advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 15LPL Financial LLC 10Edward Jones 9Strategic Advisers LLC 7Ameriprise Financial Services, LLC 5State Farm Investment Management Corp. 5Ascend Investment Partners 3Raymond James Financial Services Advisors, Inc. 3Stratos Wealth Partners, Ltd. 3

Questions

How many financial advisors does Kestra Private Wealth Services, LLC have in Ogden?

4 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Ogden, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 194 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Kestra Private Wealth Services, LLC one of the largest advisor employers in Ogden?

Kestra Private Wealth Services, LLC ranks number 7 in Ogden by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 15.

How do I check a Kestra Private Wealth Services, LLC advisor in Ogden?

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 Kestra Private Wealth Services, 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.