Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Roy, UT
Every SEC-registered investment adviser representative at a firm office in Roy, with the firms that employ the most of them.
6 registered advisors work in Roy; the most are at The Karras Company, Inc. (4). 3 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Roy
| Firm | Advisors in Roy |
|---|---|
| The Karras Company, Inc. | 4 |
| Principal Advised Services | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Roy, A to Z
CFP advisors in Roy →- Boyd R. HansenThe Karras Company, Inc. · Certified Financial Planner
- Brett N. KarrasThe Karras Company, Inc. · Certified Financial Planner
- Nolan E. KarrasThe Karras Company, Inc.
- William B. MerrellThe Karras Company, Inc. · Certified Financial Planner
- Christian Moreno JimenezPrincipal Advised Services
- Andrew T. WilsonStrategic Advisers LLC
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 Roy, UT?
6 investment adviser representatives are registered at firm offices in Roy, Utah, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Roy?
The Karras Company, Inc., with 4 registered advisors in Roy, followed by Principal Advised Services with 1.
How do I check a financial advisor in Roy?
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.