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VerifiedFinancial Services· Founded 2011

Axex Financial

Axex Financial was founded for the purpose of providing holistic financial services for its clients. We believe that every client's situation is unique and that there is no "one-size-fits-all solution" for our clients. Axex Financial takes the time to get to know you, your family, your business, and your goals in order to create a comprehensive financial strategy that actively involves you. We work in concert with your CPA, estate attorney, or any other professional advisor that you have to help ensure our recommendations are the best fit for your situation. Our ability to provide comprehensive, custom-tailored advice based on you as an individual is what sets us apart from other firms. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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HeadquartersSalt Lake City, United StatesEmployees5(1 to 10)Founded year2011Websiteaxexfinancial.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

2

tools in use

Monthly traffic

35

organic / mo

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Top roles at Axex Financial

4 distinct titles indexed · top 4 shown.

  • 2wealth manager
  • 1finance manager
  • 1lpl financial planner
  • 1managing partner lpl financial planner

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