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Distance Only Murray, UT
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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
Jonathan Simpson (CRD# 6610564) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murray, UT and has over 7 years of experience in the finance industry. Jonathan Simpson 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.
Sidney Soria (CRD# 4400129) is an Investment Advisor Representative working at Lpl Financial LLC in Murray, UT and has over 22 years of experience in the finance industry.
Martin Watkins (CRD# 2251777) is an Investment Advisor Representative working at Truenorth Wealth in Murray, UT and has over 31 years of experience in the finance industry. Martin Watkins 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.
Samuel Watkins (CRD# 6838563) is an Investment Advisor Representative working at Truenorth Wealth in Murray, UT and has over 6 years of experience in the finance industry.
Susan Wieck (CRD# 4024948) is an Investment Advisor Representative working at Lpl Financial LLC in Murray, UT and has over 24 years of experience in the finance industry. Susan Wieck 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.
Jeremy Aleman (CRD# 7534455) is an Investment Advisor Representative working at Teton Wealth Group LLC in Murray, UT and has 1 year of experience in the finance industry.
Parker Briggs (CRD# 7461977) is an Investment Advisor Representative working at Teton Wealth Group LLC in Murray, UT and has 1 year of experience in the finance industry.
David Collette (CRD# 7077363) is an Investment Advisor Representative working at Spc in Murray, UT and has over 2 years of experience in the finance industry.
Jacob Lebaron (CRD# 7338091) is an Investment Advisor Representative working at Park Avenue Securities LLC in Murray, UT and has 1 year of experience in the finance industry.
Elisa Schvaneveldt (CRD# 7350320) is an Investment Advisor Representative working at Forum Financial Management, LP in Murray, UT and has over 3 years of experience in the finance industry. Elisa Schvaneveldt 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.