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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
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.
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.
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.
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.
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.
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.