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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
Loay Hassan (CRD# 7756241) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has 1 year of experience in the finance industry.
Cynthia Laroche (CRD# 1183365) is an Investment Advisor Representative working at Lpl Financial LLC in Park City, UT and has over 40 years of experience in the finance industry.
Stephen Lay (CRD# 2461633) is an Investment Advisor Representative working at Curtain Wealth Planning LLC in Park City, UT and has over 26 years of experience in the finance industry. Stephen Lay 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.
Braxton Leicht (CRD# 7857518) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in Park City, UT and has 1 year of experience in the finance industry.
John McGrath (CRD# 1394102) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 38 years of experience in the finance industry.
Frederic Parke (CRD# 1230713) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 2 years of experience in the finance industry.
John Rudio (CRD# 6482618) is an Investment Advisor Representative working at Echelons Capital, LLC in Park City, UT and has over 8 years of experience in the finance industry.
Michael Shea (CRD# 1014613) is an Investment Advisor Representative working at Hightower Advisors, LLC in Park City, UT and has over 42 years of experience in the finance industry.
Justina Smith (CRD# 7480489) is an Investment Advisor Representative working at Edward Jones in Park City, UT and has over 2 years of experience in the finance industry.
Cole Tan (CRD# 6605615) is an Investment Advisor Representative working at Wells Fargo Advisors in Park City, UT and has over 4 years of experience in the finance industry.