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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
Curtis Packer (CRD# 6788640) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 7 years of experience in the finance industry.
Daniel Palmer (CRD# 1404876) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orem, UT and has over 38 years of experience in the finance industry.
H Parkinson (CRD# 2070684) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lehi, UT and has over 33 years of experience in the finance industry.
Jason Payne (CRD# 2797103) is an Investment Advisor Representative working at Timpanogos Financial Advisors, Inc. in Orem, UT and has over 27 years of experience in the finance industry. Jason Payne 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 Perkins (CRD# 4998538) is an Investment Advisor Representative working at Primerica Advisors in Springville, UT and has over 17 years of experience in the finance industry.
Curt Peterson (CRD# 5211006) is an Investment Advisor Representative working at Edward Jones in Alpine, UT and has over 17 years of experience in the finance industry.
Devin Peterson (CRD# 6413484) is an Investment Advisor Representative working at Brighter Retirement Advisors LLC in Lehi, UT and has over 8 years of experience in the finance industry.
Larry Peterson (CRD# 5344135) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Lehi, UT and has over 16 years of experience in the finance industry. Larry Peterson 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 Peterson (CRD# 6011317) is an Investment Advisor Representative working at Corecap Advisors in Orem, UT and has over 12 years of experience in the finance industry.
Scott Peterson (CRD# 1611542) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 37 years of experience in the finance industry.