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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
William Mortimer (CRD# 5078207) is an Investment Advisor Representative working at Solidarity Wealth, LLC in Lehi, UT and has over 18 years of experience in the finance industry.
Todd Moulton (CRD# 1769171) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Provo, UT and has over 36 years of experience in the finance industry.
James Moyes (CRD# 5135222) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Lehi, UT and has over 17 years of experience in the finance industry. James Moyes 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.
Brady Murray (CRD# 4930126) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lehi, UT and has over 19 years of experience in the finance industry. Brady Murray 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.
Sandra Murri-Johnson (CRD# 2522089) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 29 years of experience in the finance industry.
Mark Myers (CRD# 4249240) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orem, UT and has over 23 years of experience in the finance industry. Mark Myers 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.
Megan Myers (CRD# 6276949) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orem, UT and has over 9 years of experience in the finance industry.
Jacob Nash (CRD# 1164326) is an Investment Advisor Representative working at Planmember Securities Corporation in Pleasant Grove, UT and has over 40 years of experience in the finance industry.
Matthew Naylor (CRD# 6103554) is an Investment Advisor Representative working at Lpl Financial LLC in Orem, UT and has over 11 years of experience in the finance industry.
Marshall Nielson (CRD# 6842388) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 6 years of experience in the finance industry.