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Detailed Report
DAVID LEWIS ARCHIBALD
CRD#: 6428399
IA
Investment Adviser
SQUIRE WEALTH ADVISORSCRD#: 117750 1329 SOUTH 800 EAST
OREM, UT 84097
Registration History
201520162017201820192020202120222023202420252026IASQUIRE WEALTH ADVISORS (CRD# 117750)2015 - Present (10 years)
License(s)

State Registrations

IA
Utah 1/6/2015
Current Registration(s)
IA
SQUIRE WEALTH ADVISORS (CRD#:117750)
1329 SOUTH 800 EAST, OREM, UT 84097
Registered with this firm since 1/6/2015
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.