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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
Robert Blaser (CRD# 1642464) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Centerville, UT and has over 37 years of experience in the finance industry.
Joseph Cannon (CRD# 4512257) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 20 years of experience in the finance industry. Joseph Cannon 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.
Larry Clayton (CRD# 6710449) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 7 years of experience in the finance industry.
Benjamin Coles (CRD# 6988032) is an Investment Advisor Representative working at Alliance Wealth Advisors, LLC in Centerville, UT and has over 5 years of experience in the finance industry.
Paul Coles (CRD# 6228355) is an Investment Advisor Representative working at Alliance Wealth Advisors, LLC in Centerville, UT and has over 10 years of experience in the finance industry.
Francis Cowan (CRD# 4414616) is an Investment Advisor Representative working at Century Funds Management Inc. in Centerville, UT and has over 20 years of experience in the finance industry.
Jed Dewsnup (CRD# 5110884) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Centerville, UT and has over 17 years of experience in the finance industry.
Adam Fisher (CRD# 5231886) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 17 years of experience in the finance industry.
Michael Huerta (CRD# 6252344) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, UT and has over 10 years of experience in the finance industry.
Tanner Johnson (CRD# 6625073) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 7 years of experience in the finance industry.