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Distance Only Ogden, UT
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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
Steven Davis (CRD# 1890984) is an Investment Advisor Representative working at Avantax Advisory Services in Ogden, UT and has over 35 years of experience in the finance industry. Steven Davis 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.
Lara Deppe (CRD# 6210171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 10 years of experience in the finance industry.
Scott Gonzales (CRD# 4824500) is an Investment Advisor Representative working at Key Investment Services LLC in Ogden, UT and has over 19 years of experience in the finance industry.
John Gordon (CRD# 3131002) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 25 years of experience in the finance industry.
David Gossling (CRD# 2545451) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ogden, UT and has over 24 years of experience in the finance industry.
Christopher Gurnee (CRD# 4252718) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ogden, UT and has over 23 years of experience in the finance industry.
David Isaacs (CRD# 5150515) is an Investment Advisor Representative working at Key Investment Services LLC in Ogden, UT and has over 17 years of experience in the finance industry.
Kirk Johnson (CRD# 6197711) is an Investment Advisor Representative working at Edward Jones in Ogden, UT and has over 10 years of experience in the finance industry.
Christopher Kesler (CRD# 6057896) is an Investment Advisor Representative working at Ascend Investment Partners in Ogden, UT and has over 11 years of experience in the finance industry.
Kevin Kesler (CRD# 1270191) is an Investment Advisor Representative working at Ascend Investment Partners in Ogden, UT and has over 39 years of experience in the finance industry.