Dentist Advisors
Dentist Advisors (CRD# 149559) is a financial advisory firm headquartered in South Jordan, UT. They manage $314,277,790 in 2,342 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management314MILLION
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Total Number of Accounts2,342ACCOUNTS
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Average Account Value$134,192
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
William Gochnour (CRD# 6908924) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 5 years of experience in the finance industry.
Reese Harper (CRD# 4907910) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 18 years of experience in the finance industry. Reese Harper 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.
Ryan Isaac (CRD# 5858393) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 12 years of experience in the finance industry. Ryan Isaac 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.
Matthew Mulcock (CRD# 6185404) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 10 years of experience in the finance industry. Matthew Mulcock 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.
Jake Elm (CRD# 7199936) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 3 years of experience in the finance industry. Jake Elm 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.
Taylor Sutterfield (CRD# 6892490) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 4 years of experience in the finance industry. Taylor Sutterfield 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.