John Bird, financial advisor Salt Lake City UT
96 score

John Bird

CRD Number: 1252937
Current Firm: Albion Financial Group

John Bird (CRD# 1252937) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 32 years of experience in the finance industry. John Bird 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
Albion Financial Group Salt Lake City, UT Oct 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Dec 1992
Contact Info for John Q. Bird
Phone Number: 801-487-3700
Registered State(s):
  • CA
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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