Salt Lake City, UT S. 960 E Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

3

Of 3,118 advisors across 855 offices

Location

5353 S. 960 E, Suite 235

Salt Lake City UT 84117

Advisors at this office

3

Advisors at this office

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Sidney G

Series 63, Series 65

Salt Lake City, UT

LPL Enterprise

Sidney Groutage is a financial advisor with LPL Enterprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Avalon Health Care Group. He serves on the advisory board for the Utah Chapter of the American Cancer Society and is the Assistant Stake Clerk – Finance for the Salt Lake Cottonwood Stake of The Church of Jesus Christ of Latter-Day Saints. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kent H

Series 63, Series 66

Salt Lake City, UT

LPL Enterprise

Kent Hu is a financial advisor with LPL Enterprise holding Series 63 and Series 66 designations and 25 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as an advisor for group insurance with Unum Life Insurance of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dallas P

Series 66

Murray, UT

LPL Enterprise

Dallas Price is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Juan Amoros State Farm. Outside of his advisory work, he has volunteered with the Knights of Columbus since 2016. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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