-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Craig Umbrell (CRD# 3128124) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 25 years of experience in the finance industry.
Ron Valentine (CRD# 2517387) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 29 years of experience in the finance industry.
Jeffrey Von Colln (CRD# 2468483) is an Investment Advisor Representative working at Von Colln Financial Group in Ogden, UT and has over 28 years of experience in the finance industry. Jeffrey Von Colln 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.
Brian Walker (CRD# 2159908) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clearfield, UT and has over 32 years of experience in the finance industry. Brian Walker 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.
Sheldon Walker (CRD# 6628609) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Clearfield, UT and has over 8 years of experience in the finance industry.
Michael Walsh (CRD# 5018360) is an Investment Advisor Representative working at Drive Wealth Advisers in Fruit Heights, UT and has over 10 years of experience in the finance industry.
Jay Wamsley (CRD# 1395828) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 38 years of experience in the finance industry.
Christopher Watkins (CRD# 2376887) is an Investment Advisor Representative working at Wmw Management, Inc. in Farmington, UT and has over 30 years of experience in the finance industry.
Brian Weese (CRD# 2109121) is an Investment Advisor Representative working at Newedge Advisors in Farmington, UT and has over 33 years of experience in the finance industry.
Blair Wilding (CRD# 4881822) is an Investment Advisor Representative working at Gwn Securities Inc. in Layton, UT and has over 19 years of experience in the finance industry.