Financial ADVSR advisor directory · SEC adviser records
Physician Wealth Advisors, Inc. financial advisors in Salt Lake City, UT
Every SEC-registered investment adviser representative at a Physician Wealth Advisors, Inc. office in Salt Lake City, A to Z.
The short answer
8 registered advisors work at Physician Wealth Advisors, Inc. in Salt Lake City, out of 9 at the firm nationwide; it ranks number 29 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Physician Wealth Advisors, Inc. advisors in Salt Lake City, A to Z
Every Physician Wealth Advisors, Inc. advisor →- Ryan M. BladenCertified Financial Planner
- Patrick J. BradyCertified Financial Planner
- Eric A. HalvorsenCertified Financial Planner
- Wendy O. LewisInvestment adviser rep
- Garrett V. MerrillInvestment adviser rep
- Margaret M. SaezInvestment adviser rep
- Trent L. SearleCertified Financial Planner
- Jeffrey D. ZesigerCertified Financial Planner
Physician Wealth Advisors, Inc. advisors in every city and state →Physician Wealth Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Physician Wealth Advisors, Inc. advisors in other cities
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 Physician Wealth Advisors, Inc. have in Salt Lake City?
8 investment adviser representatives are registered at Physician Wealth Advisors, Inc. offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Physician Wealth Advisors, Inc. one of the largest advisor employers in Salt Lake City?
Physician Wealth Advisors, Inc. ranks number 29 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.
How do I check a Physician Wealth Advisors, Inc. 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 Physician Wealth Advisors, Inc. 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.