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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
Jerry Toombs (CRD# 2245232) is an Investment Advisor Representative working at Connect Financial in Logan, UT and has over 31 years of experience in the finance industry.
Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working fulltime, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial PlannerTM. This has allowed Tyler to pursue his career in helping people with greater expertise.
Tyler’s investing career began by learning the hard way, losing precious capital. He found a mentor to teach him how the markets work and the strategies...
Jeffrey Wangsgard (CRD# 4464908) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Logan, UT and has over 22 years of experience in the finance industry.
James Washburn (CRD# 6372374) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Logan, UT and has over 9 years of experience in the finance industry.
Mark Weaver (CRD# 4716608) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 13 years of experience in the finance industry.
Ryan Whitby (CRD# 5634182) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 15 years of experience in the finance industry.
Adam Andersen (CRD# 7587970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Logan, UT and has 1 year of experience in the finance industry.
Patty Bartholomew (CRD# 7086050) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 5 years of experience in the finance industry.
Austin Beard (CRD# 7543051) is an Investment Advisor Representative working at Ep Wealth Advisors in Logan, UT and has 1 year of experience in the finance industry.
Jace Cox (CRD# 7326276) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 3 years of experience in the finance industry.