Kim Cowdell, financial advisor Saint George UT
61 score

Kim Cowdell

CRD Number: 1065494
Current Firm: First Western Advisors

Kim Cowdell (CRD# 1065494) is an Investment Advisor Representative working at First Western Advisors in Saint George, UT and has over 34 years of experience in the finance industry. Kim Cowdell 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
First Western Advisors Salt Lake City, UT Dec 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kim L. Cowdell
Phone Number: 801-930-6500
Firm Website: http://fwainvest.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    1,624
    ACCOUNTS
  • Average Account Value
    $131,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, ID, LA, MO, NC, NH, NV, NY, OH, OK, OR, TX, UT, WA, WI

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BADGES
61

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