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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
L. Rand Jolley (CRD# 1280974) is an Investment Advisor Representative working at Wells Fargo Advisors in Cottonwood Heights, UT and has over 39 years of experience in the finance industry.
Richard Jones (CRD# 5053946) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 17 years of experience in the finance industry.
Kathryn Jones-Price (CRD# 1610840) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cottonwood Heights, UT and has over 37 years of experience in the finance industry. Kathryn Jones-Price 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 Kaschmitter (CRD# 5831126) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 9 years of experience in the finance industry.
Daniel Kaschmitter (CRD# 2479851) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 29 years of experience in the finance industry.
Brian Kasteler (CRD# 2182796) is an Investment Advisor Representative working at Lpl Financial LLC in Cottonwood Heights, UT and has over 31 years of experience in the finance industry.
Lorne Kearl (CRD# 4453175) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 22 years of experience in the finance industry.
Clark Larsen (CRD# 6846746) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.
Carol Lens (CRD# 5344475) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 16 years of experience in the finance industry. Carol Lens 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.
Marcelo Marinho-Gomes (CRD# 5644106) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 14 years of experience in the finance industry.