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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
Curt Peterson (CRD# 5211006) is an Investment Advisor Representative working at Edward Jones in Alpine, UT and has over 17 years of experience in the finance industry.
Wayne Pierson (CRD# 731691) is an Investment Advisor Representative working at Clifford Capital Partners, LLC in Alpine, UT and has 1 year of experience in the finance industry.
Dan Roberts (CRD# 1444433) is an Investment Advisor Representative working at Commonwealth Financial Network in Alpine, UT and has over 38 years of experience in the finance industry.
Scott Ross (CRD# 4911591) is an Investment Advisor Representative working at Owlfi in Alpine, UT and has over 18 years of experience in the finance industry.
James Shipp (CRD# 4699844) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alpine, UT and has over 20 years of experience in the finance industry.
Richard Simons (CRD# 2649426) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 28 years of experience in the finance industry.
Eli Slesk (CRD# 5611354) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Alpine, UT and has over 15 years of experience in the finance industry.
Arthur Smithee (CRD# 1068632) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 35 years of experience in the finance industry. Arthur Smithee 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.
Ronald Sperry (CRD# 2780335) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 19 years of experience in the finance industry.
Jordan Whittenburg (CRD# 4820727) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alpine, UT and has over 19 years of experience in the finance industry.