Investment Brokerage Firms: 2017 Total Licensed Brokers.

PositionFinance & Professional

Investment Brokerage Firms 2017 Total Licensed Brokers Company Phone (1) Fidelity Investments (800)343-3548 fidelity.com (2) Edward Jones (801)261-0551 edwardjones.com (3) Morgan Stanley (801)578 8000 Wealth Management morganstanley.com (4) MassMutual (801)943-6277 Intermountain West imw.massmutual.com (5) Wilson-Davis & Co. Inc. (801)532-1313 wdco.com (6) First Western Advisors (801)930-6500 fwainvest.com (7) D.A. Davidson & Co. (801)304-8260 dadco.com (8) RBC Wealth Management (801)656-2900 rbcwm-usa.com (9) American Funds and Trust (801)466-8701 americanfundsandtrusts.com (10) Sterne Agee (801)274-6000 Financial Services sterneagee.com Company Address (1) Fidelity Investments 49 N. 400 West fidelity.com Salt Lake City, UT 84101 (2) Edward Jones 1100 E. 6600 South, Ste. 420 edwardjones.com Salt Lake City, UT 84121 (3) Morgan Stanley 60 E. South Temple Wealth Management Salt Lake City, UT 84111 morganstanley.com (4) MassMutual 6330 S. 3000 East, Ste. 600 Intermountain West Salt Lake City, UT 84121 imw.massmutual.com (5) Wilson-Davis & Co. Inc. 236 S. Main Street wdco.com Salt Lake City, UT 84101 (6) First Western Advisors 3165 E. Millrock Drive, Ste. 340 fwainvest.com Holladay, UT 84121 (7) D.A. Davidson & Co. 7730 Union Park Ave., Ste. 220 dadco.com Midvale, UT 84047 (8) RBC Wealth Management 299 S. Main Street, Ste. 2000 rbcwm-usa.com Salt Lake City, UT 84111 (9) American Funds and Trust 3030 S. Main Street, Ste. 100 americanfundsandtrusts.com Salt Lake City, UT 84115 (10) Sterne Agee 2118 E. 3900 South, Ste. 201 Financial Services Salt Lake City, UT 84124 sterneagee.com Company Contact Year Est. (1) Fidelity Investments Charlie Lansche 1946 fidelity.com (Vice President) (2) Edward Jones Marcus E. Johnson 1871 edwardjones.com (Regional Leader) (3) Morgan Stanley Kirby Kuklenski 1935 Wealth Management (Mountain/Plains Director) morganstanley.com (4) MassMutual Brady Murray 1968 Intermountain West (President) imw.massmutual.com (5) Wilson-Davis & Co. Inc. James C. Snow wdco.com (President) (6) First Western Advisors Gary W. Teran 1982 fwainvest.com (President) (7) D.A. Davidson & Co. Michael C. Forbes 1935 dadco.com (Sr. Vice President) (8) RBC Wealth Management Mark purcell 1909 rbcwm-usa.com (Managing Director) (9) American Funds and Trust Richard Taggart 1958 americanfundsandtrusts.com (President) (10) Sterne Agee Dick Gaddis & Tom Cannon 1901 Financial Services (Co-Managers) sterneagee.com Company Services (1) Fidelity Investments...

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