Zions Capital Advisors, Inc.

Zions Capital Advisors, Inc. (CRD# 131308) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $837,157,862 in 112 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    837
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $7,474,624
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, NV, OR, TX, UT, WA

Financial Advisors at Zions Capital Advisors, Inc.
Showing 1 - 10 of 36 top financial advisors.
1
Frank L. Baldwin
CRD#: 1255859
7375 E Doubletree Ranch Road, Scottsdale, AZ 85258
96
Wealthminder
score

Frank Baldwin (CRD# 1255859) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry. Frank Baldwin 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.

2
Scott E. Chapa
CRD#: 4309262
4400 Post Oak Parkway, Houston, TX 77027
96
Wealthminder
score

Scott Chapa (CRD# 4309262) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Houston, TX and has over 18 years of experience in the finance industry.

3
G M. Hill
CRD#: 4639889
One South Main Street 12th Floor, Salt Lake City, UT 84111
96
Wealthminder
score

G Hill (CRD# 4639889) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 11 years of experience in the finance industry.

4
Pamela A. Inghram
CRD#: 1163032
Welman Holdings, Inc., One South Main St., 12th Floor, Salt Lake City, UT 84133
96
Wealthminder
score

Pamela Inghram (CRD# 1163032) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 35 years of experience in the finance industry.

5
Anthony G. Valeri
CRD#: 2446578
4320 La Jolla Village Drive, Suite 140, San Diego, CA 92122
96
Wealthminder
score

Anthony Valeri (CRD# 2446578) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.

6
Samuel L. Allen
CRD#: 3039797
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT 84133
93
Wealthminder
score

Samuel Allen (CRD# 3039797) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 20 years of experience in the finance industry.

7
John R. Boesch
CRD#: 4489197
750 E Warm Springs Road, Las Vegas, NV 89119
93
Wealthminder
score

John Boesch (CRD# 4489197) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Las Vegas, NV and has over 16 years of experience in the finance industry.

8
Scott R. Burnett
CRD#: 1024776
One South Main Street, 12th Floor, Salt Lake City, UT 84111
93
Wealthminder
score

Scott Burnett (CRD# 1024776) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 36 years of experience in the finance industry.

9
John D. Clanton
CRD#: 2163041
2501 N Harwood Street, Dallas, TX 75201
93
Wealthminder
score

John Clanton (CRD# 2163041) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Dallas, TX and has over 26 years of experience in the finance industry.

10
Leigh Davis-Schmidt
CRD#: 3003108
Welman Holdings, Inc., One South Main St., 12th Floor, Salt Lake City, UT 84133
93
Wealthminder
score

Leigh Davis-Schmidt (CRD# 3003108) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry.

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