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Distance Metro area (25 miles)
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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
Spencer Orme (CRD# 6987507) is an Investment Advisor Representative working at Lpl Financial LLC in Holladay, UT and has over 5 years of experience in the finance industry.
Alex Shigeta (CRD# 7582430) is an Investment Advisor Representative working at Athos Private Wealth LLC in Holladay, UT and has 1 year of experience in the finance industry.
Parker Wagner (CRD# 7430697) is an Investment Advisor Representative working at Interwise in Holladay, UT and has 1 year of experience in the finance industry.
Taylor Wagner (CRD# 7286304) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 3 years of experience in the finance industry.
Thomas Withers (CRD# 6274855) is an Investment Advisor Representative working at Morgan Stanley in Holladay, UT and has 1 year of experience in the finance industry.
Kevin Larson (CRD# 4683570) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Taylorsville, UT and has over 20 years of experience in the finance industry. Kevin Larson 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.
Paul Winter (CRD# 1870699) is an Investment Advisor Representative working at Five Seasons Financial Planning LLC in Slc, UT and has over 35 years of experience in the finance industry. Paul Winter 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.
Robert Aamodt (CRD# 3037835) is an Investment Advisor Representative working at Rock House Financial in Farmington, UT and has over 26 years of experience in the finance industry. Robert Aamodt 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.
Thomas Abbott (CRD# 840425) is an Investment Advisor Representative working at Equitable Advisors, LLC in American Fork, UT and has over 33 years of experience in the finance industry.
Chace Adams (CRD# 6515855) is an Investment Advisor Representative working at Ignite Planners LLC in South Jordan, UT and has over 8 years of experience in the finance industry. Chace Adams 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.