Todd Nuttall (CRD# 6323247) is an Investment Advisor Representative working at Caliber Wealth Management, LLC in Orem, UT and has over 10 years of experience in the finance industry.
CRD# 5989082
Bridge Investment Group
CRD# 4846035
Edward Jones
CRD# 1104966
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversify Wealth Management, LLC | Sandy, UT | Jan 2024 - Current | < 1 |
| Dfpg Investments, Inc. | South Jordan, UT | Jun 2015 - Current | 8 |
| Caliber Wealth Management, LLC | Orem, UT | Nov 2014 - Current | 9 |
| Riggs Capital Management, LLC | Provo, UT | Apr 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- TX
- UT
-
Total Assets Under Management503MILLIONS
-
Total Number of Accounts2,059ACCOUNTS
-
Average Account Value$244,405
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, NE, NJ, TX, UT, WA
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