INVESTMENT BROKERAGE FIRMS: 2017 TOTAL LICENSED BROKERS.

PositionBOOK OF LISTS: FINANCE & PROFESSIONAL

INVESTMENT BROKERAGE FIRMS 2017 TOTAL LICENSED BROKERS COMPANY PHONE ADDRESS 1 Fidelity Investments (800) 343-3548 49 N. 400 W. www.fidelity.com Salt Lake City, UT 84101 2 Morgan Stanley (801) 578 8000 60 E. South Temple Wealth Management Salt Lake City, morganstanley.com UT 84111 3 Edward Jones (801) 261-0551 1100 E. 6600 S. edwardjones.com Ste. 420 Salt Lake City, UT 84081 4 MassMutual (801) 943-6277 6330 S. 3000 E. Ste. Intermountain West 600 Salt Lake City, imw.massmutual.com UT 84121 5 Wilson-Davis & (801) 532-1313 236 S. Main St Salt Co. Inc. Lake City. UT 84101 wdco.com 6 First Western Advisors (801) 930-6500 3165 E. Millrock Dr. fwainvestcom Ste. 340 Holladay, UT 84121 7 RBC Wealth Management (801) 656-2900 299 S. Main St. rbcwm-usa.com Ste. 2000 Salt Lake City. UT 84111 8 The Bapis Group at (801) 401-8700 2603 E. Parleys Way High Tower Advisors Salt Lake City, thebapisgroup.com UT 84109 9 Sterne Agee (801) 274-6000 2118 E. 3900 S. Ste. Financial Services 201 Salt Lake City. sterneagee.com UT 84124 10 D.A. Davidson & Co. (801) 304-8260 7730 Union Park Ave. dadco.com Ste. 220 Midvale, UT 84047 COMPANY CONTACT YEAR EST. 1 Fidelity Investments Mark Barlow Reed Wellman 1946 www.fidelity.com (Utah Region Co-Leaders) 2 Morgan Stanley Kirby Kuklenski 1935 Wealth Management (Director Mountain and Plains) morganstanley.com 3 Edward Jones Marcus E. Johnson 1922 edwardjones.com (Regional Leader) 4 MassMutual Brady Murray 1893 Intermountain West (President) imw.massmutual.com 5 Wilson-Davis & James C. Snow 1968 Co. Inc. (President) wdco.com 6 First Western Advisors Gary W. Teran 1982 fwainvestcom (President) 7 RBC Wealth Management Mark Purcell 1909 rbcwm-usa.com (Managing Director) 8 The Bapis Group at Jessica Lorio 2008 High Tower Advisors (Executive Director) thebapisgroup.com 9 Sterne Agee Dick Gaddis & Tom Cannon 1901 Financial Services (Registered Principles) sterneagee.com 10 D.A. Davidson & Co. Michael C. Forbes 1935 dadco.com (Sr. Vice President) COMPANY SERVICES 1 Fidelity Investments Full range of financial www.fidelity.com planning & investment solutions: customized wealth planning & portfolio management, mutual funds, and workplace investing plans 2 Morgan Stanley Brokerage, investment banking, Wealth Management asset management to corporations, morganstanley.com governments, and individuals 3 Edward Jones Mutual funds, stocks and options, edwardjones.com bonds and fixed income. ETFs...

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