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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
Scott Wharton (CRD# 6322228) is an Investment Advisor Representative working at Retirement Solutions Investments, Inc. in Provo, UT and has over 10 years of experience in the finance industry.
Timothy Whipple (CRD# 2829688) 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. Timothy Whipple 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 White (CRD# 2786197) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has over 27 years of experience in the finance industry.
Bradley Whittaker (CRD# 4501619) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 22 years of experience in the finance industry.
Jolyn Whittaker (CRD# 6934864) is an Investment Advisor Representative working at Trek Financial in Spanish Fork, UT and has over 6 years of experience in the finance industry.
Colby Wight (CRD# 2472528) is an Investment Advisor Representative working at Corecap Advisors in Orem, UT and has over 30 years of experience in the finance industry.
Garen Winn (CRD# 4800055) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 15 years of experience in the finance industry.
Joshua Woodbury (CRD# 5445806) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasant Grove, UT and has over 10 years of experience in the finance industry.
Jordan Woodcox (CRD# 6602402) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 8 years of experience in the finance industry. Jordan Woodcox 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.
Joshua Wright (CRD# 4826237) is an Investment Advisor Representative working at Global View Capital Management LLC in Pleasant Grove, UT and has over 19 years of experience in the finance industry.