David Bigler, financial advisor Orem UT

David Bigler

CRD Number: 6342130
Current Firm: Squire Wealth Advisors

David Bigler (CRD# 6342130) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Squire Wealth Advisors Orem, UT Dec 2012 - Current 8
Squire & Company Orem, UT May 1990 - Current 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for David D. Bigler
Phone Number: 801-226-7722
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    903
    ACCOUNTS
  • Average Account Value
    $273,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

ID, UT

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