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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
Derek Farley (CRD# 7243738) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry. Derek Farley 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.
Madison Forrest (CRD# 6841445) is an Investment Advisor Representative working at Caliber Wealth Management, LLC in Orem, UT and has over 4 years of experience in the finance industry.
Camille Fox (CRD# 7532952) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has 1 year of experience in the finance industry.
Joshua Glenn (CRD# 7525527) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has 1 year of experience in the finance industry.
Sarah Hindmarsh (CRD# 7436711) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Alek Johnson (CRD# 7079967) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 2 years of experience in the finance industry.
Ana Jovel (CRD# 7258383) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Celeste Kennard (CRD# 6872373) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 4 years of experience in the finance industry.
Kaige Korth (CRD# 7634833) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Jeffrey Kuhni (CRD# 7648341) is an Investment Advisor Representative working at Corecap Advisors in Orem, UT and has 1 year of experience in the finance industry.