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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
Dylan Payne (CRD# 7676421) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has 1 year of experience in the finance industry.
Chad Poulson (CRD# 7580116) 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. Chad Poulson 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.
Drake Puzey (CRD# 7337081) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 2 years of experience in the finance industry.
Cameron Rankin (CRD# 7710155) 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.
Ryan Robertson (CRD# 5731693) is an Investment Advisor Representative working at My Prosper Team in Lehi, UT and has over 6 years of experience in the finance industry.
Liam Robinson (CRD# 7452175) is an Investment Advisor Representative working at Primerica Advisors in Lehi, UT and has over 2 years of experience in the finance industry.
Kamron Sanders (CRD# 7718502) is an Investment Advisor Representative working at Edward Jones in Lehi, UT and has 1 year of experience in the finance industry.
Austin Scott (CRD# 7379839) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 2 years of experience in the finance industry.
Parker Spencer (CRD# 7587738) is an Investment Advisor Representative working at Lpl Financial LLC in Lehi, UT and has 1 year of experience in the finance industry.
Austin Thacker (CRD# 7558564) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 2 years of experience in the finance industry.