Parsons Behle & Latimer

BOOK of LISTS

Log in here
PRODUCTS PROFILE ADD DATA CONTACT
Shopping Cart (0 items)

HTML View

Prefer Excel?
A complete spreadsheet of this list is available.

Download Excel file
Investment Brokerage Firms
Ranked by 2013 UT Licensed Brokers

List Sponsor:
To sponsor this list with a banner ad at the top and highlight listing with link and logo, please contact Utah Business magazine at 801-568-0114 or robert@utahbusiness.com
RANKCompany
PhoneLocation                             ContactUT Licensed Brokers
Company Description
1Fidelity Investments
(800) 343-3548
49 N. 400 West
Salt Lake City, UT 84101
Charlie Lansche
(Vice President)
1,556
2Wells Fargo Advisors, LLC
(866) 579-3719
299 S. Main Street, 201 S. Main Street
Salt Lake City, UT 84111
Gary Carlson
Joe Fetters
(Wealth Brokerage Services Manager)
(Private Client Group Manager)
250
3Merrill Lynch Smith Inc.
(801) 535-1300
60 E. South Temple, Ste. 200
Salt Lake City, UT 84111
Mori Paulsen
(Complex Director)
88
4Northwestern Mutual Financial Network
(801) 533-8444
111 E. Broadway, Ste. 1400
Salt Lake City, UT 84111
Roger McQueen
(Managing Partner)
85
5Edward Jones
(801) 274-5266
1100 East 6600 South, Ste. 420
Salt Lake City, UT 84124
Marcus E. Johnson
(Regional Leader)
71
6Morgan Stanley Wealth Management
(801) 578 8000
60 East S. Temple
Salt Lake City, UT 84111
Kirby Kuklenski
Dean R. Cottle
(Mountain/Plains Complex Manager)
(Utah Complex Manager)
58
7UBS Financial Services
(801) 521-8840
299 S. Main Street, Ste. 2100
Salt Lake City, UT 84111
Pamela McComas
(Branch Director)
34
8Wilson-Davis & Co. Inc.
(801) 532-1313
236 S. Main Street
Salt Lake City, UT 84101
James C. Snow
(President)
33
9First Western Advisors
(801) 930-6500
6440 S. Millrock Drive, Ste. 150
Holladay, UT 84121
Gary W. Teran
(President)
23
10Timber Crest Wealth Management
(801) 456-5855
257 E. 200 South
Salt Lake City, UT 84111
Brandon Sheppard
(President)
16
11D.A. Davidson & Co.
(801) 304-8260
7730 Union Park Avenue, Ste. 220
Midvale, UT 84047
Michael C. Forbes
(Sr. Vice President)
14
12American Funds & Trusts, Inc.
(801) 466-8701
3030 S. Main Street, Ste. 100
Salt Lake City, UT 84115
Richard M. Taggart
(President)
13
13Alpine Securities Corp.
(801) 355-5588
440 E. 400 South
Salt Lake City, UT 84111
Mark Peterson
(President)
10
14Charles Schwab and Co.
(801) 239-2080
268 S. State Street, Ste.140
Salt Lake City, UT 84111
JJ Johnson
(VP/Area Manager)
10
15WHF Wealth Management
(801) 214.9400
215 S. State St. Suite 560
Salt Lake City, UT 84111
Mr. Chris N Williams, CFP
(Managing Partner)
7
16Sterne Agee Financial Services
(801) 274-6000
2118 east 3900 south, suite 201
Salt Lake City, UT 84124
Dick Gaddis
Tom Cannon
(co-managers)
3
17The Bapis Group
(801) 401-8700
2603 East Parleys Way
Salt Lake City, UT 84109
Nick Bapis
(Managing Director)
2

Rankings based on 2013 data. DND=Did Not Disclose. Source: Surveys, Internet and Interviews with company representatives. Some companies may have been omitted due to lack of information or deadline restrictions. If any of the above information is incorrect or if you feel your business warrants inclusion, please contact research@utahbusiness.com or fax (801) 568-0812. For more a more extensive list of companies in this category see www.utahbusiness.com. Download the Book of Lists at www.utahbusiness.com. £ 2011 by Utah Media Partners. Highlighted listings purchased as advertising by companies.

info@utahbusiness.com  |  90 South 400 West, Ste 650 Salt Lake City, Utah 84101   |  (801) 568-0114

Advertise with Utah Business

Submit an Event

* indicates required information
* Event Name:
Price (general):
Website (if applicable):
Coordinator's Name:
Coordinator's Email:
Coordinator's Phone:
Venue Name:
Venue Address:
Venue City:
Venue Zip:
Event Capacity:
Date(s):
to
* Event Description:
  Cancel