Dentist Advisors

Dentist Advisors (CRD# 149559) is a financial advisory firm headquartered in South Jordan, UT. They manage $383,604,821 in 2,515 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    384
    MILLION
  • Total Number of Accounts
    2,515
    ACCOUNTS
  • Average Account Value
    $152,527
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Dentist Advisors
Showing 1 - 7 of 7 top financial advisors.
1
William W. Gochnour
CRD#: 6908924
879 Baxter Drive, South Jordan, UT 84095

William Gochnour (CRD# 6908924) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 6 years of experience in the finance industry.

2
Reese J. Harper
CRD#: 4907910
879 Baxter Drive, South Jordan, UT 84095

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.

3
Ryan S. Isaac
CRD#: 5858393
879 Baxter Drive, South Jordan, UT 84095

Ryan Isaac (CRD# 5858393) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 13 years of experience in the finance industry.

4
Matthew W. Mulcock
CRD#: 6185404
879 Baxter Drive, South Jordan, UT 84095

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.

5
Jake D. Elm
CRD#: 7199936
879 Baxter Drive, South Jordan, UT 84095

Jake Elm (CRD# 7199936) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 4 years of experience in the finance industry.

6
Lauren A. Kearl
CRD#: 7832657
879 Baxter Drive, South Jordan, UT 84095

Lauren Kearl (CRD# 7832657) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has 1 year of experience in the finance industry.

7
Taylor K. Sutterfield
CRD#: 6892490
879 Baxter Drive, South Jordan, UT 84095

Taylor Sutterfield (CRD# 6892490) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 5 years of experience in the finance industry.

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