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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
Jack Holmes (CRD# 7887486) is an Investment Advisor Representative working at Driven Investments LLC in Lehi, UT and has 1 year of experience in the finance industry.
Derek Holt (CRD# 7893502) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Lehi, UT and has 1 year of experience in the finance industry.
Justin Horne (CRD# 6459116) is an Investment Advisor Representative working at Wells Fargo Advisors in Lehi, UT and has over 4 years of experience in the finance industry.
Tyler Huband (CRD# 7271991) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 3 years of experience in the finance industry.
Joshua Hunsaker (CRD# 7438355) is an Investment Advisor Representative working at Decker Retirement Planning Inc. in Lehi, UT and has over 2 years of experience in the finance industry.
Dennis Larson (CRD# 7262609) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 4 years of experience in the finance industry.
Conor McDuffie (CRD# 7699687) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has 1 year of experience in the finance industry.
Shay Nelson (CRD# 7754466) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has 1 year of experience in the finance industry.
Cassidy O'brien (CRD# 7204996) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 4 years of experience in the finance industry.
Julie Odle (CRD# 4278011) is an Investment Advisor Representative working at Edward Jones in Lehi, UT and has 1 year of experience in the finance industry.