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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
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.
Tyler Thompson (CRD# 7423184) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 2 years of experience in the finance industry.
Dylan Wathen (CRD# 7842005) 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.
Arrin Wray (CRD# 7612497) is an Investment Advisor Representative working at Decker Retirement Planning Inc. in Lehi, 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 Draper, 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.
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.
Julie Abrams (CRD# 1473328) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Sandy, UT and has over 22 years of experience in the finance industry.