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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
Riley Crosbie (CRD# 6538869) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 9 years of experience in the finance industry. Riley Crosbie 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.
Boyd Curtis (CRD# 4011771) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 24 years of experience in the finance industry.
Jared Davis (CRD# 4861741) is an Investment Advisor Representative working at Edward Jones in Layton, UT and has over 13 years of experience in the finance industry.
Joseph Davis (CRD# 4900161) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in West Haven, UT and has over 19 years of experience in the finance industry.
Steven Davis (CRD# 1890984) is an Investment Advisor Representative working at Avantax Advisory Services in Ogden, UT and has over 35 years of experience in the finance industry. Steven Davis 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.
Tyler Davis (CRD# 7038468) is an Investment Advisor Representative working at Edward Jones in Logan, UT and has over 5 years of experience in the finance industry.
Bryce Decker (CRD# 7009676) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ogden, UT and has over 5 years of experience in the finance industry.
Garren Decker (CRD# 1961005) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ogden, UT and has over 34 years of experience in the finance industry.
Brendan Dennis (CRD# 6222625) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 10 years of experience in the finance industry. Brendan Dennis 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.
Lara Deppe (CRD# 6210171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 10 years of experience in the finance industry.