Zions Capital Advisors, Inc.

Zions Capital Advisors, Inc. (CRD# 131308) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $1,818,103,754 in 1,500 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,818
    MILLION
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $1,212,069
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, NJ, NM, NV, NY, OR, TX, UT, VA, WA

Financial Advisors at Zions Capital Advisors, Inc.
Showing 1 - 10 of 43 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 16 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 16 years of experience in the finance industry.

3
Brian P. Cunning
CRD#: 4926650
750 Warm Spring Road, Las Vegas, NV 89119
96
Wealthminder
score

Brian Cunning (CRD# 4926650) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Las Vegas, NV and has over 11 years of experience in the finance industry. Brian Cunning 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.

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 34 years of experience in the finance industry.

5
Gregory W. Aiken
CRD#: 873025
Welman Holdings, Inc., One South Main St., 12th Floor, Salt Lake City, UT 84133
93
Wealthminder
score

Gregory Aiken (CRD# 873025) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 33 years of experience in the finance industry.

6
Samuel L. Allen
CRD#: 3039797
Welman Holdings, Inc., 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 18 years of experience in the finance industry.

7
Ben K. Blake
CRD#: 5309875
Welman Holdings, Inc., One South Main St., 12th Floor, Salt Lake City, UT 84133
93
Wealthminder
score

Ben Blake (CRD# 5309875) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.

8
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 14 years of experience in the finance industry.

9
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 34 years of experience in the finance industry.

10
Edward J. Churchill
CRD#: 4851828
6001 North 24th Street, Bldg A, Phoenix, AZ 85016
93
Wealthminder
score

Edward Churchill (CRD# 4851828) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.

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