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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
Rebecca Spencer (CRD# 6574636) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Provo, UT and has over 8 years of experience in the finance industry.
Scott Stephan (CRD# 2382286) 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.
Scott Stratton (CRD# 6794814) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry. Scott Stratton 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.
Eric Stuart (CRD# 4181308) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 23 years of experience in the finance industry.
Mark Sumsion (CRD# 1812582) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Orem, UT and has over 36 years of experience in the finance industry.
Seth Swindle (CRD# 5392085) is an Investment Advisor Representative working at Strive Investment Management, LLC in American Fork, UT and has over 16 years of experience in the finance industry. Seth Swindle 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.
Benjamin Tahy (CRD# 5999175) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 12 years of experience in the finance industry.
Jerry Tanner (CRD# 1409284) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Provo, UT and has over 38 years of experience in the finance industry.
Adam Taylor (CRD# 2756299) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 27 years of experience in the finance industry. Adam Taylor 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.
John Thomas (CRD# 4241246) is an Investment Advisor Representative working at Fortis Wealth Management, LLC in American Fork, UT and has over 10 years of experience in the finance industry.