Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Providence, UT
Every SEC-registered investment adviser representative at a firm office in Providence, with the firms that employ the most of them.
11 registered advisors work in Providence; the most are at Edward Jones (4). 3 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Providence
| Firm | Advisors in Providence |
|---|---|
| Edward Jones news | 4 |
| Connect Financial Advisors | 3 |
| Portside Wealth Group, LLC | 2 |
| Morgan Stanley news | 1 |
| Park Avenue Securities LLC | 1 |
Advisors in Providence, A to Z
CFP advisors in Providence →- Adam B. AndersonConnect Financial Advisors
- Daryl D. ArnellEdward Jones · Certified Financial Planner
- Zachary B. ArnellEdward Jones
- Josh A. BurninghamEdward Jones
- Brittany ChambersEdward Jones
- Jason R. JonesPortside Wealth Group, LLC · Certified Financial Planner
- James H. MacfarlaneMorgan Stanley
- Melissa A. MossPark Avenue Securities LLC
- Paul W. SaundersPortside Wealth Group, LLC · Personal Financial Specialist
- James D. VanderbeekConnect Financial Advisors
- Tyler J. VanderbeekConnect Financial Advisors · Certified Financial Planner
Other cities in Utah
All of Utah →Salt Lake City 1,587South Jordan 344Sandy 309Lehi 235Draper 156Provo 145Cottonwood Heights 131Orem 124Bountiful 109Holladay 109St. George 106Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39
Questions
How many financial advisors are in Providence, UT?
11 investment adviser representatives are registered at firm offices in Providence, Utah, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Providence?
Edward Jones, with 4 registered advisors in Providence, followed by Connect Financial Advisors with 3.
How do I check a financial advisor in Providence?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.