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Distance Only South Jordan, 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
Scott Mathewson (CRD# 1878928) is an Investment Advisor Representative working at Lpl Financial LLC in South Jordan, UT and has over 35 years of experience in the finance industry. Scott Mathewson 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.
Todd McChesney (CRD# 2573818) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Jordan, UT and has over 29 years of experience in the finance industry.
Darren Moffitt (CRD# 4843273) is an Investment Advisor Representative working at Gwn Securities Inc. in South Jordan, UT and has over 19 years of experience in the finance industry.
Matthew Mulcock (CRD# 6185404) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 10 years of experience in the finance industry. Matthew Mulcock 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.
Charles Newton (CRD# 2726275) is an Investment Advisor Representative working at Independent Financial Group, LLC in South Jordan, UT and has over 27 years of experience in the finance industry.
Tyler Nichols (CRD# 5027725) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Jordan, UT and has over 15 years of experience in the finance industry. Tyler Nichols 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.
Michael Owen (CRD# 3128258) is an Investment Advisor Representative working at Lpg Capital Management in South Jordan, UT and has over 25 years of experience in the finance industry.
Sean Pacheco (CRD# 6524680) is an Investment Advisor Representative working at Edward Jones in South Jordan, UT and has over 8 years of experience in the finance industry.
Brandon Patrick (CRD# 5670292) is an Investment Advisor Representative working at Equitable Advisors, LLC in South Jordan, UT and has over 14 years of experience in the finance industry.
Bryce Peterson (CRD# 1017290) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 42 years of experience in the finance industry.