Skyler Packard, financial advisor American Fork UT

Skyler Packard

CRD Number: 7114762
Current Firm: Cove Fort Capital, LLC

Skyler Packard (CRD# 7114762) is an Investment Advisor Representative working at Cove Fort Capital, LLC in American Fork, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cove Fort Capital, LLC American Fork, UT Jul 2019 - Current 5
Utah Valley University Orem, UT Aug 2017 - Current 6
Key Bank Orem, UT Jul 2018 - Feb 2019 < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Skyler H. Packard
Phone Number: 801-796-2507
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $85,566
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX, UT

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