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Debra Rae Knotts

Albion Financial Group

Salt Lake City, UT

CRD 1759748

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Employer firm

Albion Financial Group CRD 105957

$2.01B regulatory AUM 737 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Albion Financial Group

812 East 2100 South, Salt Lake City, UT 84106 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2002-11-19
UT RA APPROVED 2002-11-18
  • ID RA
    APPROVED
    Since 2002-11-19
  • UT RA
    APPROVED
    Since 2002-11-18

Branch Locations

812 East 2100 South, Salt Lake City, UT 84106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Albion Financial Group Salt Lake City UT 04/1987 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-13
  • S65 Uniform Investment Adviser Law Examination
    1999-01-13
Designations
  • Certified Financial Planner
Other Names
  • Debra Rae Jones
  • Debra Knotts

View on SEC IAPD

Nearby Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.

Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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