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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
Raymond Runia (CRD# 1092941) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 41 years of experience in the finance industry.
Miriam Rushton (CRD# 2848787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 27 years of experience in the finance industry.
Jacob Rust (CRD# 5536530) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 14 years of experience in the finance industry. Jacob Rust 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.
Dean Sanpei (CRD# 6163425) is an Investment Advisor Representative working at Dmts Capital Advisors, LLC in Provo, UT and has over 11 years of experience in the finance industry.
Willard Scott (CRD# 2583080) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 29 years of experience in the finance industry.
William Sefcik (CRD# 5437192) is an Investment Advisor Representative working at Global View Capital Management LLC in Pleasant Grove, UT and has over 16 years of experience in the finance industry.
Jason Seymour (CRD# 2494799) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 30 years of experience in the finance industry.
Shelby Shelby (CRD# 6082819) is an Investment Advisor Representative working at Fiduciary Family Office, LLC in Saratoga Springs, UT and has over 8 years of experience in the finance industry. Shelby Shelby 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.
Robert Shelton (CRD# 4902355) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Orem, UT and has over 19 years of experience in the finance industry.
David Shipley (CRD# 4704823) is an Investment Advisor Representative working at Lpl Financial LLC in Provo, UT and has over 20 years of experience in the finance industry. David Shipley 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.