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Financial ADVSR advisor directory · SEC adviser records

Lefavi Wealth Management financial advisors in Salt Lake City, UT

Every SEC-registered investment adviser representative at a Lefavi Wealth Management office in Salt Lake City, A to Z.

The short answer

3 registered advisors work at Lefavi Wealth Management in Salt Lake City, out of 3 at the firm nationwide; it ranks number 63 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Lefavi Wealth Management advisors in Salt Lake City, A to Z

Every Lefavi Wealth Management advisor →

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Other firms in Salt Lake City

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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 Lefavi Wealth Management have in Salt Lake City?

3 investment adviser representatives are registered at Lefavi Wealth Management offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Lefavi Wealth Management one of the largest advisor employers in Salt Lake City?

Lefavi Wealth Management ranks number 63 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.

How do I check a Lefavi Wealth Management 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 Lefavi Wealth Management 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.