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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
Daniel Gomez (CRD# 2141107) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 32 years of experience in the finance industry.
Timothy Gottfredson (CRD# 5530400) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 15 years of experience in the finance industry. Timothy Gottfredson 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.
David Green (CRD# 1529224) is an Investment Advisor Representative working at Asset Investment Methods in Sandy, UT and has over 37 years of experience in the finance industry.
Michael Griffin (CRD# 2066817) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy, UT and has over 33 years of experience in the finance industry.
Kent Griffiths (CRD# 2633585) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy, UT and has over 28 years of experience in the finance industry. Kent Griffiths 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.
Conor Gum (CRD# 7021886) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 5 years of experience in the finance industry.
David Gunn (CRD# 5827756) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sandy, UT and has over 9 years of experience in the finance industry.
Monica Hall (CRD# 6281162) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 10 years of experience in the finance industry.
Jason Hancock (CRD# 6401765) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 2 years of experience in the finance industry.
Berkley Hanks (CRD# 2372714) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy, UT and has over 30 years of experience in the finance industry.