Unclaimed Profile

Eric Allen Halvorsen

PHYSICIAN WEALTH ADVISORS, INC.·SALT LAKE CITY, Utah

Clean recordPHYSICIAN WEALTH ADVISORS, INC.

6820 SOUTH 900 EAST, SALT LAKE CITY, UT 84047CRD# 4974344Firm CRD# 106043

Profile Verification

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

Identity

Eric Allen Halvorsen · SALT LAKE CITY, UT

Registration

CRD #4974344 · PHYSICIAN WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Allen Halvorsen is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with PHYSICIAN WEALTH ADVISORS, 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# 4974344

Firm CRD# 106043

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Allen Halvorsen offer?

Eric Allen Halvorsen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Eric Allen Halvorsen's credentials?

Eric Allen Halvorsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Allen Halvorsen located?

Eric Allen Halvorsen is based in SALT LAKE CITY, Utah, working with PHYSICIAN WEALTH ADVISORS, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Eric Allen Halvorsen charge for services?

Eric Allen Halvorsen'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 PHYSICIAN WEALTH ADVISORS, INC.?

PHYSICIAN WEALTH ADVISORS, 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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