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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
Jeffrey Lindsay (CRD# 5279879) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 17 years of experience in the finance industry. Jeffrey Lindsay 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.
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.
Alex Long (CRD# 6418229) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry. Alex Long 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.
Mark Lott (CRD# 5015817) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orem, UT and has over 5 years of experience in the finance industry.
Lauren Loucks (CRD# 6418285) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 8 years of experience in the finance industry. Lauren Loucks 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.
Nicholas Loveless (CRD# 6287317) is an Investment Advisor Representative working at Edward Jones in American Fork, UT and has over 10 years of experience in the finance industry.
Ryan Lundquist (CRD# 6455107) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Springville, UT and has over 9 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.
Eric Madsen (CRD# 5627202) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lehi, UT and has over 15 years of experience in the finance industry.