Unclaimed Profile

Alan Burton Tingey

CANNON TINGEY INVESTMENT ADVISORS INC·SALT LAKE CITY, Utah

Clean record28 years registeredCANNON TINGEY INVESTMENT ADVISORS INC

2101 EAST MURRAY-HOLLADAY ROAD, SALT LAKE CITY, UT 84117CRD# 4369206Firm CRD# 107539

Profile Verification

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

Identity

Alan Burton Tingey · SALT LAKE CITY, UT

Registration

CRD #4369206 · CANNON TINGEY INVESTMENT ADVISORS INC · 28 years registered

Brand Profile

Not yet started

Career History

TINGEY FINANCIAL GROUP INC.

Mar 2025 – present

TINGEY ADVISORS INC

Jan 1998 – Feb 2025

MIDVALE, UT

Registrations & Exams

Registration record

First registered · January 20, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANNON TINGEY INVESTMENT ADVISORS INC

CRD 107539 · SEC 801-88169

AUM

$421M

Regulatory assets under management

Employees

393 client accounts

Services offered by CANNON TINGEY INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CANNON TINGEY INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Alan Burton Tingey offer?

Alan Burton Tingey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Alan Burton Tingey's credentials?

Alan Burton Tingey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Burton Tingey located?

Alan Burton Tingey is based in SALT LAKE CITY, Utah, working with CANNON TINGEY INVESTMENT ADVISORS INC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Alan Burton Tingey charge for services?

Alan Burton Tingey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANNON TINGEY INVESTMENT ADVISORS INC?

CANNON TINGEY INVESTMENT ADVISORS INC has approximately 3 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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