Unclaimed Profile

Lori Kaye Midgley

HEALTHEQUITY ADVISORS, LLC·DRAPER, Utah

Clean recordHEALTHEQUITY ADVISORS, LLC

15 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020CRD# 6583712Firm CRD# 167105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Kaye Midgley · DRAPER, UT

Registration

CRD #6583712 · HEALTHEQUITY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lori Kaye Midgley is a registered financial advisor based in DRAPER, Utah, affiliated with HEALTHEQUITY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

HEALTHEQUITY ADVISORS, LLC

HEALTHEQUITY ADVISORS

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HEALTHEQUITY ADVISORS, LLC →

Services

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6583712

Firm CRD# 167105

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lori Kaye Midgley offer?

Lori Kaye Midgley specializes in Investment Management. Contact their office in DRAPER, Utah for a consultation.

What are Lori Kaye Midgley's credentials?

Lori Kaye Midgley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Kaye Midgley located?

Lori Kaye Midgley is based in DRAPER, Utah, working with HEALTHEQUITY ADVISORS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.

How does Lori Kaye Midgley charge for services?

Lori Kaye Midgley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEALTHEQUITY ADVISORS, LLC?

HEALTHEQUITY ADVISORS, LLC has approximately 8 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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