Fiduciary

Brian Urie, MS, CFP®, CPFA® - Mountain America Investment

Salt Lake City, Utah

Call (801) 325-1903 Visit website →

About

Brian Urie, MS, CFP®, CPFA® - Mountain America Investment is an independent ria firm in Salt Lake City, Utah. It acts as a fiduciary. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-6PM, Tuesday: 9AM-6PM, Wednesday: 9AM-6PM, Thursday: 9AM-6PM, Friday: 9AM-6PM, Saturday: 9AM-2PM
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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