Financial ADVSR advisor directory · SEC adviser records
Financial advisors in South Ogden, UT
Every SEC-registered investment adviser representative at a firm office in South Ogden, with the firms that employ the most of them.
12 registered advisors work in South Ogden; the most are at Raymond James Financial Services Advisors, Inc. (5). 0 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in South Ogden
| Firm | Advisors in South Ogden |
|---|---|
| Raymond James Financial Services Advisors, Inc. news | 5 |
| Peterson Wealth Services Inc. | 4 |
| Edward Jones news | 2 |
| Strategic Advisers LLC | 1 |
Advisors in South Ogden, A to Z
Search all of Utah →- Charles M. AokiRaymond James Financial Services Advisors, Inc.
- James M. AokiRaymond James Financial Services Advisors, Inc.
- Jeffrey W. ClarkEdward Jones
- Nickelos CoatesStrategic Advisers LLC
- George J. DukeEdward Jones
- Chase M. FlintRaymond James Financial Services Advisors, Inc.
- Trevor N. KnudtsonRaymond James Financial Services Advisors, Inc.
- David K. LambornRaymond James Financial Services Advisors, Inc.
- Billy C. PetersonPeterson Wealth Services Inc. · Certified Financial Planner
- Cade S. PetersonPeterson Wealth Services Inc.
- Shaun R. PetersonPeterson Wealth Services Inc.
- Margaret J. PiggPeterson Wealth Services Inc.
Other cities in Utah
All of Utah →Salt Lake City 1,636South Jordan 380Sandy 340Lehi 247Draper 173Provo 153Cottonwood Heights 148Orem 132Holladay 125St. George 117Bountiful 106Park City 100Ogden 92Logan 74Murray 69West Jordan 69Midvale 68Layton 67Farmington 55Pleasant Grove 48Saratoga Springs 45Centerville 43Riverton 43Kaysville 37
Questions
How many financial advisors are in South Ogden, UT?
12 investment adviser representatives are registered at firm offices in South Ogden, Utah, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in South Ogden?
Raymond James Financial Services Advisors, Inc., with 5 registered advisors in South Ogden, followed by Peterson Wealth Services Inc. with 4.
How do I check a financial advisor in South Ogden?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.