Colton
Reading

Financial Advocates Investment Management

CRD#4572251
Investment Advisor
in Draper, UT
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About this Advisor

Colton Reading is a financial advisor based in Draper, Utah, with a total of 15 years of experience as a financial advisor. Reading is an employee of Financial Advocates Investment Management. Their career trajectory has included roles at Mass Mutual Life Insurance Company, Mml Investors Services, Lpl Financial, LLC and Financial Advocates Investment Management. Reading maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Utah. Financial Advocates Investment Management is an advisory business based out of Draper, Utah. It has offices in 80 locations and a total of 172 people on staff. It administers $4 billion in assets under management between its 19,410 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 19,410 client accounts, 19% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management depend on which services the firm provides the client. Fee types billed by Financial Advocates Investment Management most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

Draper, UT

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$2,834,883,974

UT Average: $3,566,627,242
Total Number of Employees

151

UT Average: 46
Total Number of Accounts

18,308

UT Average: 1,499
Average Account Size

$154,844

UT Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Colton Reading Work History

Colton has 15 years of experience.

2014 - Present (5 years)

Financial Advocates Investment Management

2003 - Present (16 years)

Lpl Financial, LLC

2003 - 2014 (11 years)

Mass Mutual Life Insurance Company

2003 - 2014 (11 years)

Mml Investors Services

Disclosures

Colton Reading has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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