-
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
Kevan Phillips (CRD# 4382203) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Provo, UT and has over 23 years of experience in the finance industry.
Kimball Pierce (CRD# 5039592) is an Investment Advisor Representative working at Rovin Capital in Lehi, UT and has over 18 years of experience in the finance industry.
Rachel Pierini (CRD# 6555997) is an Investment Advisor Representative working at Provident Living Financial Services in Lehi, UT and has over 8 years of experience in the finance industry.
Wayne Pierson (CRD# 731691) is an Investment Advisor Representative working at Clifford Capital Partners, LLC in Alpine, UT and has 1 year of experience in the finance industry.
Aaron Pugh (CRD# 6124844) is an Investment Advisor Representative working at Interactive Financial Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Selina Raass (CRD# 6217788) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 10 years of experience in the finance industry. Selina Raass 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.
Jeffrey Rasband (CRD# 3157145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 25 years of experience in the finance industry.
Don Redd (CRD# 6444228) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Provo, UT and has over 9 years of experience in the finance industry.
Michael Reid (CRD# 6268535) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has over 8 years of experience in the finance industry.
Randy Reid (CRD# 2877610) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 23 years of experience in the finance industry.