Financial ADVSR advisor directory · SEC adviser records
Albion Financial Group financial advisors in Salt Lake City, UT
Every SEC-registered investment adviser representative at a Albion Financial Group office in Salt Lake City, A to Z.
The short answer
14 registered advisors work at Albion Financial Group in Salt Lake City, out of 14 at the firm nationwide; it ranks number 13 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Albion Financial Group advisors in Salt Lake City, A to Z
Every Albion Financial Group advisor →- Catherine T. BarronInvestment adviser rep
- John Q. BirdCertified Financial Planner, Chartered Financial Analyst
- Jose BitonInvestment adviser rep
- Michelle C. BuxtonCertified Financial Planner
- Bradley K. CurtisCertified Financial Planner
- Heath D. HeavyCertified Financial Planner
- Walter H. JosephInvestment adviser rep
- Carrie A. KerrInvestment adviser rep
- William T. LevittInvestment adviser rep
- Patrick K. LunderganCertified Financial Planner
- Zachary RileyInvestment adviser rep
- Jason WareInvestment adviser rep
- Jackson G. WatsonCertified Financial Planner, Chartered Financial Analyst
- Bo WilkinsonInvestment adviser rep
Albion Financial Group advisors in every city and state →Albion Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Salt Lake City
All Salt Lake City advisors →Strategic Advisers LLC 591Wells Fargo Clearing Services, LLC 201Merrill Lynch, Pierce, Fenner & Smith Incorporated 55Morgan Stanley 45Wasatch Advisors LP 38LPL Financial LLC 37J.P. Morgan Securities LLC 31Raymond James Financial Services Advisors, Inc. 19Ameriprise Financial Services, LLC 18Crewe Advisors 18Sepio Capital, LP 17UBS Financial Services Inc. 16
Questions
How many financial advisors does Albion Financial Group have in Salt Lake City?
14 investment adviser representatives are registered at Albion Financial Group offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Albion Financial Group one of the largest advisor employers in Salt Lake City?
Albion Financial Group ranks number 13 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 591.
How do I check a Albion Financial Group advisor in Salt Lake City?
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 Albion Financial Group 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.