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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
James Harris (CRD# 6957558) is an Investment Advisor Representative working at Parkview Investments LLC in Hooper, UT and has over 6 years of experience in the finance industry.
Shannon Irwin (CRD# 6295133) is an Investment Advisor Representative working at Synergy Fg in Hooper, UT and has over 9 years of experience in the finance industry.
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.
Craig Adams (CRD# 1260613) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Ogden, UT and has over 39 years of experience in the finance industry. Craig 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.
Jonathan Adams (CRD# 5073773) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 17 years of experience in the finance industry.
Brett Alexander (CRD# 2641729) is an Investment Advisor Representative working at Cash Flow Investment Services LLC in Ogden, UT and has over 2 years of experience in the finance industry.
Ralph Allen (CRD# 1472745) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Syracuse, UT and has over 36 years of experience in the finance industry.
Franz Amussen (CRD# 1403347) is an Investment Advisor Representative working at Iron Gate Global Advisors in North Salt Lake, UT and has over 38 years of experience in the finance industry.
David Andersen (CRD# 2646200) is an Investment Advisor Representative working at Trek Financial in West Haven, UT and has over 28 years of experience in the finance industry.