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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
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.
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.
Tarl Reynoso (CRD# 6405100) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 9 years of experience in the finance industry.
Craig Riggs (CRD# 4033340) is an Investment Advisor Representative working at Riggs Capital Management, LLC in Orem, UT and has over 23 years of experience in the finance industry.
Jay Riggs (CRD# 2394147) is an Investment Advisor Representative working at Riggs Capital Management, LLC in Pleasant Grove, UT and has over 30 years of experience in the finance industry.
Michael Roan (CRD# 818620) is an Investment Advisor Representative working at Bonneville Multi-family Office in Provo, UT and has over 32 years of experience in the finance industry. Michael Roan 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 Romney (CRD# 6663388) is an Investment Advisor Representative working at Lpl Financial LLC in Provo, UT and has over 6 years of experience in the finance industry. Tyler Romney 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.
Nathan Rosell (CRD# 6656676) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 8 years of experience in the finance industry. Nathan Rosell 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.
Dane Runia (CRD# 5151581) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 17 years of experience in the finance industry. Dane Runia 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.