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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
Stacey Fredrickson (CRD# 1245358) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clearfield, UT and has over 39 years of experience in the finance industry.
Brandon Fries (CRD# 4557006) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 22 years of experience in the finance industry.
Jeffrey Gapinski (CRD# 4830208) 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.
Jonathan Gates (CRD# 6741578) is an Investment Advisor Representative working at Mml Investors Services, LLC in Clearfield, UT and has over 6 years of experience in the finance industry. Jonathan Gates 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.
Linda Geary (CRD# 5869276) is an Investment Advisor Representative working at Primerica Advisors in Bountiful, UT and has over 13 years of experience in the finance industry.
Frank Gerecht (CRD# 5592658) is an Investment Advisor Representative working at Cuso Financial Services in Clearfield, UT and has over 15 years of experience in the finance industry.
Michael Gibbs (CRD# 2817669) is an Investment Advisor Representative working at Cwm, LLC in Kaysville, UT and has over 27 years of experience in the finance industry.
Stephen Goalen (CRD# 5183532) is an Investment Advisor Representative working at Goalen Capital Advisors, LLC in Bountiful, UT and has over 15 years of experience in the finance industry. Stephen Goalen 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.
David Goar (CRD# 5280219) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 17 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.