AT
Alan B. Tingey
TINGEY FINANCIAL GROUP
SALT LAKE CITY, UT
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CRD#: 4369206
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Professional summary
Alan Burton Tingey is a registered financial advisor currently at TINGEY FINANCIAL GROUP INC. located in Salt Lake City, Utah.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Alan has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CFA SOCIETY OF SALT LAKE - THE LOCAL SOCIETY OF THE CFA INSTITUTE, A GLOBAL NONPROFIT MEMBER ORGANIZATION OF FINANCIAL ANALYSTS, PORTFOLIO MANAGERS AND OTHER INVESTMENT PROFESSIONALS. MEMBER SINCE 1987.
CRS (Client Relationship Summary) - RIA
Click below to view Alan Burton Tingey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 3, 2025 - Present
TINGEY FINANCIAL GROUP INC.
RIA
CRD#: 334198
SALT LAKE CITY, UT
Past
January 20, 1998 - February 28, 2025
TINGEY ADVISORS INC
RIA
CRD#: 107539
MIDVALE, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(3/3/2025)
Exams
Current Firm
TF
TINGEY FINANCIAL GROUP INC.
TINGEY FINANCIAL GROUP INC.
CRD#: 334198 / SEC#:
Utah
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Contact information
Main Address
Salt Lake City, UT
Mailing Address
Phone number
(801) 718-9714
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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