Kevin Reese (CRD# 5879238) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zions First National Bank | Salt Lake City, UT | May 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- UT
-
Total Assets Under Management1,816MILLIONS
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$20,405,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, NV, OR, TX, UT, WA, WY
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