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Distance Only Cottonwood Heights, UT
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Garv Gianchetta (CRD# 6653346) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 7 years of experience in the finance industry.
Charles Inman (CRD# 6120033) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Cody Judkins (CRD# 6925694) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 6 years of experience in the finance industry. Cody Judkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Alexander Kimmel (CRD# 7343243) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 3 years of experience in the finance industry. Alexander Kimmel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick Latimer (CRD# 5496976) is an Investment Advisor Representative working at Lpl Financial LLC in Cottonwood Heights, UT and has over 14 years of experience in the finance industry.
John Mather (CRD# 6981103) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 5 years of experience in the finance industry.
Riley Montague (CRD# 7421041) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cottonwood Heights, UT and has over 2 years of experience in the finance industry.
Trent Morgan (CRD# 7807004) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Jarrett Nielsen (CRD# 7181859) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 4 years of experience in the finance industry.
Marques Nielson (CRD# 7308253) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, UT and has over 3 years of experience in the finance industry.