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Ep Wealth Advisors financial advisors in Salt Lake City, UT
Every SEC-registered investment adviser representative at a Ep Wealth Advisors office in Salt Lake City, A to Z.
The short answer
10 registered advisors work at Ep Wealth Advisors in Salt Lake City, out of 309 at the firm nationwide; it ranks number 24 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Ep Wealth Advisors advisors in Salt Lake City, A to Z
Every Ep Wealth Advisors advisor →- Cody A. BarrusCertified Financial Planner
- Connor D. BernalInvestment adviser rep
- Dallin C. CutlerCertified Financial Planner
- Nathan C. CutlerInvestment adviser rep
- Morgan D. DegooyerCertified Financial Planner
- Brady C. JardineCertified Financial Planner
- Mark R. MatleyChartered Financial Consultant
- Scott N. SayreCertified Financial Planner
- Tyson D. TateInvestment adviser rep
- Brian H. WildeCertified Financial Planner
Ep Wealth Advisors advisors in every city and state →Ep Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ep Wealth Advisors advisors in other cities
Torrance, CA 158Brighton, MI 11San Diego, CA 11Skokie, IL 8Denver, CO 7Atlanta, GA 5Boise, ID 5Irvine, CA 5Los Angeles, CA 5San Luis Obispo, CA 5Walnut Creek, CA 5Dallas, TX 4Littleton, CO 4Phoenix, AZ 4Scottsdale, AZ 4
Other firms in Salt Lake City
All Salt Lake City advisors →Strategic Advisers LLC 634Wells Fargo Clearing Services, LLC 210Merrill Lynch, Pierce, Fenner & Smith Incorporated 50Morgan Stanley 45Wasatch Advisors LP 38LPL Financial LLC 34J.P. Morgan Securities LLC 30Ameriprise Financial Services, LLC 18Crewe Advisors 18Raymond James Financial Services Advisors, Inc. 18Sepio Capital, LP 16UBS Financial Services Inc. 16
Questions
How many financial advisors does Ep Wealth Advisors have in Salt Lake City?
10 investment adviser representatives are registered at Ep Wealth Advisors offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Ep Wealth Advisors one of the largest advisor employers in Salt Lake City?
Ep Wealth Advisors ranks number 24 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.
How do I check a Ep Wealth Advisors 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 Ep Wealth Advisors 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.