Neal Marchant

Current Employers

Employment History

• 04/2008 → Present
  Vantage Strategies, Llc
  St. George, UT
• 02/2012 → Present
  Vantage Advisors, Llc
  St. George, UT
• 05/2022 → Present
  Ep Wealth Advisors
  Torrance, CA

Previous Registrations

• 2012-02-22 → 2022-12-15
  Vantage Advisors, Llc
  St. George, UT
• 2010-01-19 → 2012-02-21
  Mml Investors Services, Llc
  St. George, UT
• 2007-10-03 → 2009-12-31
  Insphere Securities, Inc.
  Las Vegas, NV
  Lehi, UT
  Salt Lake City, UT
  St. George, UT
• 2007-07-16 → 2007-10-03
  Allegis Advisors, Inc.
  Salt Lake City, UT

Other Businesses

(1)NAME:VANTAGE FINANCIAL SOLUTIONS, INC INV/REL: Y ADDR:50 E. 100 S. #101, St. GEORGE UT 84770 NATURE: HEALTH AGENT POSITION: EMPLOYEE HRS/MO: 10 HRS/TRD: 10; (2 )NAME: VANTAGE STRATEGIES, LLC INV REL: Y ADD:50 E. 100 S. #101, St. GEORGE UT 84770 NATURE: CPA/TAX PREPARATION POSITION: PARTNER START DATE: 2/1/06 NO. HR/MO: 100 NO. HR/MO DURING SEC TRADING: 100 DESCRIBE DUTIES: PERFORM TAX ANALYSIS, ALONG WITH BUSINESS CONSULTATIONS; (3) NAME: FREHNER-LARKIN; INVESTMENT-RELATED: YES; ADDRESS:1286 WEST LIONS HEAD DRIVE WASHINGTON, UT 84780; NATURE: PERSONAL INVESTMENTS; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; START DATE: 06/08/2008; APPROX. # OF HOURS/MONTH:0; # OF HOURS DURING TRADING HOURS:0; DUTIES: NONE - SOLELY OWNERSHIP; (4) CASCADE FALLS, LLC, ADDRESS: 50 E 100 S STE 101 ST. GEORGE, UT 84770, INVESTMENT RELATED-YES, REAL ESTATE INVESTMENT, POSITION: MEMBER, START DATE: APRIL 2018, APPROXIMATELY 1 HR PER MONTH DURING TRADING HOURS; (5 ) DIXIE STATE UNIVERSITY INNOVATION FOUNDATION, BOARD MEMBER, MEET QUARTERLY ABOUT BOARD ISSUES; (6) KEMAR, LLC, INVESTMENT RELATED, 50 E 100 S #101 ST. GEORGE, UT 84770, REAL ESTATE INVESTMENT, MANAGER, OCT 2020, 5 HRS PER MON; (7) MARCHIN, LLC, INVESTMENT RELATED, 50 E 100 S #101 ST. GEORGE, UT 84770, REAL ESTATE INVESTMENT, MANAGER, OCT 2020, 5 HRS PER MON. (8) ST. GEORGE; MUSICAL THEATER, BOARD MEMBER, 2 HRS PER MON; (9) FRIENDS OF WASHINGTON COUNTY RECOVERY COURT, INC., BOARD MEMBER, .25 HRS PER MON; (9) PINE VIEW PUBLIC INFRASTRUCTURE DISTRICT, OCT 2020, BOARD MEMBER, 1 HR PER MON.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-06-05
• S65 Uniform Investment Adviser Law Examination
  2007-07-11

Designations

Other Names

• Jeffrey Neal Marchant