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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
Jeffrey Gumeson (CRD# 3200125) is an Investment Advisor Representative working at The Caprock Group, LLC in Park City, UT and has over 11 years of experience in the finance industry.
Larry Gwin (CRD# 1275958) is an Investment Advisor Representative working at Lpl Financial LLC in Park City, UT and has over 38 years of experience in the finance industry.
Trevor Hanson (CRD# 5252881) is an Investment Advisor Representative working at Lpl Financial LLC in Park City, UT and has over 17 years of experience in the finance industry.
Skyler Keate (CRD# 6376766) is an Investment Advisor Representative working at Cadinha & Co LLC in Park City, UT and has over 5 years of experience in the finance industry.
Kevin Kennedy (CRD# 6285267) is an Investment Advisor Representative working at Victrix Investment Advisors in Park City, UT and has over 10 years of experience in the finance industry.
Douglas Kobak (CRD# 1395715) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Park City, UT and has over 33 years of experience in the finance industry. Douglas Kobak 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.
Brandon Little (CRD# 6477700) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 7 years of experience in the finance industry.
Nicholas McBride (CRD# 5896962) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 13 years of experience in the finance industry. Nicholas McBride 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.
Patrick McCloskey (CRD# 4641506) is an Investment Advisor Representative working at Principal Asset Management in Park City, UT and has over 20 years of experience in the finance industry.
Glen Mintz (CRD# 2189984) is an Investment Advisor Representative working at New Edge Wealth in Park City, UT and has over 32 years of experience in the finance industry.