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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
R. Lawrence (CRD# 3131753) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Provo, UT and has over 25 years of experience in the finance industry.
Cynthia Llewelyn (CRD# 2067618) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 28 years of experience in the finance industry.
Gage Loftin (CRD# 6994632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 5 years of experience in the finance industry.
Michael Macfarlane (CRD# 4679518) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Provo, UT and has over 20 years of experience in the finance industry.
Jennifer McComb (CRD# 4252767) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 6 years of experience in the finance industry.
Adam McKell (CRD# 6561704) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 8 years of experience in the finance industry.
Matthew Mendenhall (CRD# 5903915) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 12 years of experience in the finance industry.
Kaneil Menlove (CRD# 6264013) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has over 7 years of experience in the finance industry.
Gregory Merrill (CRD# 4983484) is an Investment Advisor Representative working at Commonwealth Financial Network in Provo, UT and has over 18 years of experience in the finance industry.
Seth Merrill (CRD# 5893913) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 12 years of experience in the finance industry. Seth Merrill 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.