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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
Kevin Oday (CRD# 1080867) is an Investment Advisor Representative working at Spc in Mapleton, UT and has over 39 years of experience in the finance industry. Kevin Oday 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.
Renn Olsen (CRD# 5181407) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 16 years of experience in the finance industry. Renn Olsen 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.
Benjamin Olson (CRD# 5507333) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has 15+ years of experience in the finance industry. Benjamin Olson 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 putclients' interests first and comply with the Financial Planning Practice Standards. Benjamin is also a...
Brandon Olson (CRD# 6479017) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 8 years of experience in the finance industry.
Joseph "Grant" Olson (CRD# 5507719) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has 1 year of experience in the finance industry. Joseph Olson 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Joseph "Grant"...
Ronald Olson (CRD# 830680) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has over 27 years of experience in the finance industry. R.o.i. is a fee only RIA serving clients located primarily in Utah County and the Greater Salt Lake City region. R.o.i. also services clients throught the country with the use of video and phone technology.
Tyler Olson (CRD# 4273188) is an Investment Advisor Representative working at Ascend Investment Management, LLC in Pleasant Grove, UT and has over 9 years of experience in the finance industry.
Spencer Oman (CRD# 5162066) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 14 years of experience in the finance industry.
Jonathan Pack (CRD# 3187627) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 25 years of experience in the finance industry.
Robert Pack (CRD# 2948696) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 26 years of experience in the finance industry.