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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 Miller (CRD# 5844796) is an Investment Advisor Representative working at The Professional Financial Company LLC in Orem, UT and has over 13 years of experience in the finance industry. William Miller 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.
Daniel Milligan (CRD# 5293189) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 17 years of experience in the finance industry.
Steven Monson (CRD# 4546891) is an Investment Advisor Representative working at Edward Jones in Provo, UT and has over 21 years of experience in the finance industry.
Jillyn Moore (CRD# 5432141) is an Investment Advisor Representative working at Primerica Advisors in Springville, UT and has over 16 years of experience in the finance industry.
Travis Morgan (CRD# 4213953) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in American Fork, UT and has over 23 years of experience in the finance industry.
Christopher Morrill (CRD# 3008165) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Provo, UT and has over 26 years of experience in the finance industry.
Zachary Mortensen (CRD# 7072441) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Provo, UT and has over 5 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.
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.