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Distance Only Bountiful, 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
Franklin Newsom (CRD# 4945177) 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.
Michael Otterson (CRD# 5143631) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Bountiful, UT and has over 17 years of experience in the finance industry.
John Park (CRD# 6166417) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 10 years of experience in the finance industry.
Paul Paxton (CRD# 4894203) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 18 years of experience in the finance industry.
David Petersen (CRD# 2807811) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bountiful, UT and has over 27 years of experience in the finance industry.
Aash Shah (CRD# 6765639) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.
Kristi Sorensen (CRD# 4767491) 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.
Lee Steorts (CRD# 2214865) is an Investment Advisor Representative working at Nbc Securities, Inc. in Bountiful, UT and has over 32 years of experience in the finance industry.
Michael Sutherland (CRD# 1935857) is an Investment Advisor Representative working at Lpl Financial LLC in Bountiful, UT and has over 34 years of experience in the finance industry.