-
Distance Only Bountiful, UT
-
COMPENSATION Either
-
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
Christopher Felton (CRD# 3222050) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 25 years of experience in the finance industry.
Craig Fredrickson (CRD# 1202302) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bountiful, UT and has over 20 years of experience in the finance industry.
Jeffrey Gapinski (CRD# 4830208) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.
Linda Geary (CRD# 5869276) is an Investment Advisor Representative working at Primerica Advisors in Bountiful, UT and has over 13 years of experience in the finance industry.
Stephen Goalen (CRD# 5183532) is an Investment Advisor Representative working at Goalen Capital Advisors, LLC in Bountiful, UT and has over 15 years of experience in the finance industry. Stephen Goalen 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.
David Harden (CRD# 2408466) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 30 years of experience in the finance industry.
Rita Heagren (CRD# 6068643) is an Investment Advisor Representative working at Primerica Advisors in Bountiful, UT and has over 11 years of experience in the finance industry.
Logan Herzog (CRD# 6973159) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bountiful, UT and has over 5 years of experience in the finance industry.
Brian Hughes (CRD# 5821319) is an Investment Advisor Representative working at Primerica Advisors in Bountiful, UT and has over 13 years of experience in the finance industry.
Clifton Johnson (CRD# 1916807) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bountiful, UT and has over 35 years of experience in the finance industry.