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Kaylan Deven Andersen

PARKER ADVISORY GROUP, LLC·ST. GEORGE, Utah
SIE, Series 6, Series 63, Series 65CFPChFCClean record10 years registeredPARKER ADVISORY GROUP, LLC
20 NORTH MAIN STREET, ST. GEORGE, UT 84770CRD# 6447966Firm CRD# 150946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kaylan Deven Andersen · ST. GEORGE, UT
Registration
CRD #6447966 · PARKER ADVISORY GROUP, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

NUWEALTH ADVISORS, LLC
Feb 2024present
Jan 2017Mar 2024
ST. GEORGE, UT
Aug 2015Jan 2017
ST GEORGE, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · August 24, 2015
Years registered · 10
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARKER ADVISORY GROUP, LLC
CRD 150946 · SEC 801-110931
AUM
$188M
Regulatory assets under management
Employees
4
463 client accounts
Services offered by PARKER ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Kaylan Deven Andersen offer?
Kaylan Deven Andersen specializes in Financial Planning, Investment Management. Contact their office in ST. GEORGE, Utah for a consultation.
What are Kaylan Deven Andersen's credentials?
Kaylan Deven Andersen holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kaylan Deven Andersen located?
Kaylan Deven Andersen is based in ST. GEORGE, Utah, working with PARKER ADVISORY GROUP, LLC. Their office serves clients in the ST. GEORGE metropolitan area and surrounding communities.
How does Kaylan Deven Andersen charge for services?
Kaylan Deven Andersen's firm is compensated through hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARKER ADVISORY GROUP, LLC?
PARKER ADVISORY GROUP, LLC has approximately 4 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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