Zions Capital Advisors, Inc.

Zions Capital Advisors, Inc. (CRD# 131308) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $844,378,713 in 86 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    844
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $9,818,357
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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, WY

Financial Advisors at Zions Capital Advisors, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Samuel L. Allen
CRD#: 3039797
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT 84133

Samuel Allen (CRD# 3039797) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 23 years of experience in the finance industry.

2
Scott R. Burnett
CRD#: 1024776
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT 84133

Scott Burnett (CRD# 1024776) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 39 years of experience in the finance industry.

3
Christian R. Frost
CRD#: 2937949
One South Main Street, Salt Lake City, UT 84133

Christian Frost (CRD# 2937949) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 24 years of experience in the finance industry.

4
Kelly B. Gibbs
CRD#: 1483303
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT 84133

Kelly Gibbs (CRD# 1483303) 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
Jennifer K. Hash
CRD#: 4123554
One South Main St. 17th Fl, Salt Lake City, UT 84133

Jennifer Hash (CRD# 4123554) 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.

6
Richard J. Johnson
CRD#: 5269717
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT 84133

Richard Johnson (CRD# 5269717) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 14 years of experience in the finance industry.

7
Peter Kelson
CRD#: 3135357
One S Main Street, Salt Lake City, UT 84133

Peter Kelson (CRD# 3135357) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 22 years of experience in the finance industry.

8
Catherine E. Novak
CRD#: 4082658
1717 W. Loop South, 10th Floor, Houston, TX 77027

Catherine Novak (CRD# 4082658) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Houston, TX and has over 20 years of experience in the finance industry.

9
Kevin C. Reese
CRD#: 5879238
One S Main Street, 17th Floor, Salt Lake City, UT 84133

Kevin Reese (CRD# 5879238) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 3 years of experience in the finance industry.

10
Lincoln E. Taylor
CRD#: 5011548
One South Main St. 12th Fl., Salt Lake City, UT 84081

Lincoln Taylor (CRD# 5011548) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 15 years of experience in the finance industry.

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