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Distance Only Orem, 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
Richard Jones (CRD# 1047598) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 42 years of experience in the finance industry. Richard Jones 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.
Michael Klein (CRD# 2002978) is an Investment Advisor Representative working at Premier Capital Management Inc. in Orem, UT and has over 29 years of experience in the finance industry.
Nathan Larsen (CRD# 6276835) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 10 years of experience in the finance industry.
Jeffrey Lindsay (CRD# 5279879) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 17 years of experience in the finance industry. Jeffrey Lindsay 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.
Alex Long (CRD# 6418229) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry. Alex Long 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.
Mark Lott (CRD# 5015817) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orem, UT and has over 5 years of experience in the finance industry.
Lauren Loucks (CRD# 6418285) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 7 years of experience in the finance industry. Lauren Loucks 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.
William Marshall (CRD# 6104834) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orem, UT and has over 10 years of experience in the finance industry.
Jason McMullin (CRD# 4400760) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 22 years of experience in the finance industry.
Kelby McMullin (CRD# 6759383) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 6 years of experience in the finance industry.