![Dallin Brand, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
Dallin Brand (CRD# 6837750) is an Investment Advisor Representative working at Primerica Advisors in Lehi, UT and has over 6 years of experience in the finance industry.
![Kevin Larson, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 4683570
Cetera Investment Advisers LLC
![Paul Winter, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 1870699
Five Seasons Financial Planning LLC
![Alec Abbott, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 1414999
The Norden Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cross Fit Lehi | Lehi, UT | Dec 2019 - Current | 4 |
Pfs Investments Inc. | Lehi, UT | Nov 2017 - Current | 6 |
Primerica Fiancial Services | Lehi, UT | Mar 2017 - Current | 7 |
Go Health | Lindon, UT | Aug 2020 - Oct 2020 | < 1 |
Gunthers Comfort Air | Amerian Fork, UT | Mar 2017 - Oct 2019 | 2 |
The Church Of Jesus Christ Of Latter-day Saints | Sao Paulo, UT | Feb 2015 - Mar 2017 | 2 |
Southern Virginia University | Buena Vista, VA | Aug 2014 - Feb 2015 | < 1 |
North Eastern Services | Lehi, UT | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2018 |
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- UT
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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