Unclaimed Profile

B. Dee Allred

UMA FINANCIAL SERVICES INC·SALT LAKE CITY, Utah

Clean recordUMA FINANCIAL SERVICES INC

310 EAST 4500 SOUTH, #550, SALT LAKE CITY, UT 84107CRD# 6464034Firm CRD# 106043

Profile Verification

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

Identity

B. Dee Allred · SALT LAKE CITY, UT

Registration

CRD #6464034 · UMA FINANCIAL SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

B. Dee Allred is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with UMA FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PHYSICIAN WEALTH ADVISORS, INC.

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PHYSICIAN WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6464034

Firm CRD# 106043

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does B. Dee Allred offer?

B. Dee Allred specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are B. Dee Allred's credentials?

B. Dee Allred is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is B. Dee Allred located?

B. Dee Allred is based in SALT LAKE CITY, Utah, working with UMA FINANCIAL SERVICES INC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does B. Dee Allred charge for services?

B. Dee Allred's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UMA FINANCIAL SERVICES INC?

UMA FINANCIAL SERVICES INC has approximately 15 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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