Charles Louis Cutler

Current Employers

Employment History

• 02/1999 → 09/2020
  The Insight Group, Inc.
  Salt Lake City, UT
• 06/1999 → 09/2020
  The Insight Group Insurance Agency, Llc
  Salt Lake City, UT
• 06/2010 → 09/2020
  Financial Insight Center
  Salt Lake City, UT
• 10/2020 → Present
  Ep Wealth Advisors
  Torrance, CA

Previous Registrations

• 1999-02-22 → 2020-10-22
  The Insight Group, Inc.
  Salt Lake City, UT
• 2010-06-17 → 2020-10-22
  Financial Insight Center
  Salt Lake City, UT
• 2004-06-15 → 2007-01-19
  Allegis Advisors, Inc.
  Salt Lake City, UT

Other Businesses

MILL POINT 250, LLC, NOT INVESTMENT RELATED, 3115 E. LION LANE #250, SALT LAKE CITY, UT, MANAGE BULDING, PART OWNER, 1/12 TO PRESENT, 1 HOUR/MONTH DURING TRADING, TALK TO SERVICE PROVIDERS. Mr. Cutler is associated with Insight Group Insurance Agency, an insurance sales company. Mr. Cutler's association with Insight Group Insurance Agency remains in existence for the sole purpose of receiving commission trails for insurance products that were sold by Mr. Cutler prior to joining EPWA. Since joining EPWA, Mr. Cutler and Insight Group Insurance Agency are no longer engaged in the insurance business. As such, no time is dedicated to this activity, and, since this is an inactive practice, it is a non-investment related activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-01
• S63 Uniform Securities Agent State Law Examination
  1989-10-26

Designations

Other Names

• Chuck Cutler