Dustin Thackeray (CRD# 4878110) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 19 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crewe Advisors LLC | Salt Lake City, UT | Feb 2015 - Current | 9 |
| Crewe Advisors LLC | Salt Lake City, UT | Feb 2015 - Current | 9 |
| Arete Wealth Management LLC | Schaumburg, IL | Jan 2014 - Jan 2015 | 1 |
| Wealth Navigation, LLC | Centerville, UT | Jun 2006 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- UT
-
Total Assets Under Management1,620MILLIONS
-
Total Number of Accounts1,096ACCOUNTS
-
Average Account Value$1,478,553
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, LA, ME, NV, TX, UT, WA
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