First Western Advisors (FWA) has been providing wealth management services throughout the United States for more than 40 years.
FWA was founded in Salt Lake City, Utah in 1982. Its guiding principle is to help individuals build wealth and find peace of mind by offering expert, objective advice and financial services (investment management, retirement planning, etc.).
In 2019, First Western Advisors affiliated with Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. http://raymondjames.com/smicd.htm
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Western Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Company Details
- Employees
- 21
- Founded
- -
- Address
- 6405 South 3000 East,
- Phone
- +1 801 930 6500
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- fwainvest.com
- Keywords
- Wealth Management, Estate Planning, Asset Protection, Insurance Services, Education Planning, Investment Planning, Retirement Planning, Income Tax Planning, Fixed Income, 401K Plans, IRA/Roth IRA, Mutual Funds, Employee Benefits, Risk Management.
- HQ
- Holladay, Utah
First Western Advisors Questions
First Western Advisors's helpline number is +1 801 930 6500
First Western Advisors's website is fwainvest.com
First Western Advisors's LinkedIn profile is https://www.linkedin.com/company/first-western-advisors
First Western Advisors has
21 employees.
View email and phone details for 21
employees at First Western Advisors.
First Western Advisors's industry is
Investment Management
First Western Advisors's top competitors are
Popokii,
The Norden Group,
Ark Insurance Solutions, Llc,
Primeone Insurance Company,
Cottonwood Title Insurance Agency,
Knudson Benefits Group,
Stone Hill And Associates Insurance Brokerage, Inc.,
Spectrum Field Services, Inc.,
Versured,
Purefi Wealth.
First Western Advisors's categories are Investment Management
First Western Advisors's founding year is 1982
