Financial ADVSR advisor directory · SEC adviser records
Onedigital financial advisors in Sandy, UT
Every SEC-registered investment adviser representative at a Onedigital office in Sandy, A to Z.
5 registered advisors work at Onedigital in Sandy, out of 368 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Onedigital advisors in Sandy, A to Z
Every Onedigital advisor →- Brayden D. DallAlso a broker rep
- Bradley L. DavisInvestment adviser rep
- Jerry W. Ericson Jr.Investment adviser rep
- Michael N. EsselmanChartered Financial Analyst
- Lexie E. KershawInvestment adviser rep
Onedigital advisors in every city and state →Onedigital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Onedigital advisors in other cities
Overland Park, KS 152Atlanta, GA 17Danvers, MA 9Greensboro, NC 6Auburn Hills, MI 5Medina, OH 4Raleigh, NC 4Richmond, VA 4Tampa, FL 4Baltimore, MD 3Bend, OR 3Franklin, TN 3Houston, TX 3Manassas, VA 3New York, NY 3
Other firms in Sandy
All Sandy advisors →Morgan Stanley 142Cetera Investment Advisers LLC 20Strategic Advisers LLC 18LPL Financial LLC 14Net Worth Advisory Group, LLC 13New Millennium Group 13Ameriprise Financial Services, LLC 11Edward Jones 11Eagle Strategies LLC 8Global Retirement Partners LLC 5Capita Financial Network, LLC 4Diversify Advisory Services, LLC 4
Questions
How many financial advisors does Onedigital have in Sandy?
5 investment adviser representatives are registered at Onedigital offices in Sandy, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 368 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Onedigital one of the largest advisor employers in Sandy?
Onedigital ranks number 11 in Sandy by registered advisors; Morgan Stanley has the most, with 142.
How do I check a Onedigital advisor in Sandy?
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 Onedigital 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.