Charles Cutler, financial advisor Salt Lake City UT
96 score

Charles Cutler

CRD Number: 1999770
Current Firm: The Insight Group, Inc.

Charles Cutler (CRD# 1999770) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Financial Insight Center Salt Lake City, UT Jun 2010 - Current 6
The Insight Group Insurance Agency, LLC Salt Lake City, UT Jun 1999 - Current 17
The Insight Group, Inc. Salt Lake City, UT Feb 1999 - Current 17
Allegis Advisors, Inc. Salt Lake City, UT Apr 2004 - Jan 2007 2
Beneficial Life Insurance Company Salt Lake City, UT Oct 2001 - Jan 2007 5
Equity Services, Inc. Salt Lake City, UT Nov 2001 - Dec 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for Charles L. Cutler
Phone Number: 801-944-7702
Firm Website: http://insightgroup.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    504
    MILLIONS
  • Total Number of Accounts
    1,188
    ACCOUNTS
  • Average Account Value
    $423,854
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, TX, UT, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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