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®, operates Mountain America Investment as an independent registered investment advisor in Salt Lake City, Utah. As a fiduciary, the firm is obligated to act in clients' best interests. Urie holds the Certified Financial Planner and Certified Private Financial Advisor credentials.

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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