Christopher Cole, financial advisor Provo UT

Christopher Cole

CRD Number: 5496531
Current Firm: Cole Financial Advisors, Inc.

Christopher Cole (CRD# 5496531) is an Investment Advisor Representative working at Cole Financial Advisors, Inc. in Provo, UT and has over 12 years of experience in the finance industry. Christopher Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Provo, UT Mar 2023 - Current 1
Cole Financial Advisors, Inc. Provo, UT Mar 2023 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Feb 2012 - Mar 2023 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Christopher H. Cole
Phone Number: 801-374-6393
Registered State(s):
  • AZ
  • IA
  • UT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, IA, UT

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