Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Spanish Fork, UT
Every SEC-registered investment adviser representative at a firm office in Spanish Fork, with the firms that employ the most of them.
28 registered advisors work in Spanish Fork; the most are at Strategic Advisers LLC (9). 4 list the CFP designation and 20 are also registered broker representatives.
Firms with the most advisors in Spanish Fork
Advisors in Spanish Fork, A to Z
CFP advisors in Spanish Fork →- Johnny C. AllisonStrategic Advisers LLC
- Matthew BeanStrategic Advisers LLC
- Tyler BurtenshawJ.P. Morgan Securities LLC
- Trevor EvansStrategic Advisers LLC
- Kaponotuitalau FaitauRegal Investment Advisors LLC
- Jordan D. FloydTrek Financial
- Jacob S. GarciaWells Fargo Clearing Services, LLC
- Jacob GibbStrategic Advisers LLC
- Christopher A. GreenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Quincey HansenLivet Wealth, LLC
- John D. HouckPromontory Financial Planning, LLC · Chartered Financial Consultant
- Matthew HutchinsonStrategic Advisers LLC
- Jeff R. InnesStrategic Advisers LLC
- Wyatt G. LivingstonLivet Wealth, LLC · Certified Financial Planner
- Barry J. MagaoayRegal Investment Advisors LLC
- Tanner J. ManningSearcy Financial Services, Inc. · Certified Financial Planner
- Michael L. MendenhallEdward Jones
- Tyler MendenhallEdward Jones
- Andrew C. PetersenStrategic Advisers LLC
- Samuel PughMML Investors Services, LLC · Certified Financial Planner
- Marissa R. SeelyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hyrum L. SmithLivet Wealth, LLC · Certified Financial Planner
- Edwin SolorzanoWells Fargo Clearing Services, LLC
- Jeffery J. TaylorStrategic Advisers LLC
- Christina TervortState Farm Investment Management Corp.
- Zachary C. ThurstonStrategic Advisers LLC
- Jonathan WardenburgEquitable Advisors, LLC
- Jolyn WhittakerTrek Financial
Other cities in Utah
All of Utah →Salt Lake City 1,587South Jordan 344Sandy 309Lehi 235Draper 156Provo 145Cottonwood Heights 131Orem 124Bountiful 109Holladay 109St. George 106Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39
Questions
How many financial advisors are in Spanish Fork, UT?
28 investment adviser representatives are registered at firm offices in Spanish Fork, Utah, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Spanish Fork?
Strategic Advisers LLC, with 9 registered advisors in Spanish Fork, followed by Livet Wealth, LLC with 3.
How do I check a financial advisor in Spanish Fork?
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.