Eric Voegeli (CRD# 2951491) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 26 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversify Wealth Management | Sandy, UT | Feb 2024 - Current | < 1 |
| Diversify Advisory Services | Sandy, UT | Sep 2023 - Current | < 1 |
| Dfpg Investments Inc. | Sandy, UT | Jul 2017 - Current | 6 |
| Discover Financial Services | West Valley City, UT | Jan 2017 - Jul 2017 | < 1 |
| Unemployed | West Jordan, UT | Nov 2016 - Jan 2017 | < 1 |
| Ehealth Insurance | West Valley City, UT | Feb 2016 - Nov 2016 | < 1 |
| Unemployed | Sandy, UT | Sep 2015 - Feb 2016 | < 1 |
| Usps | Salt Lake City, UT | Jun 2015 - Sep 2015 | < 1 |
| Morgan Stanley Smith Barney | South Jordan, UT | Nov 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- UT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
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