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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
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.
Jared Day (CRD# 5974093) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.
Bryce Decker (CRD# 7009676) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ogden, UT and has over 5 years of experience in the finance industry.
Garren Decker (CRD# 1961005) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ogden, UT and has over 34 years of experience in the finance industry.
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.
Rocky Derrick (CRD# 5996149) is an Investment Advisor Representative working at Taylor Derrick Capital, LLC in Salt Lake City, UT and has over 10 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.
Mark Dickamore (CRD# 4860935) is an Investment Advisor Representative working at Advice And Planning Services in Salt Lake City, UT and has over 19 years of experience in the finance industry.
Kelly Dobson (CRD# 7063764) is an Investment Advisor Representative working at Edward Jones in Layton, UT and has over 4 years of experience in the finance industry.
William Draper (CRD# 4907513) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 19 years of experience in the finance industry.