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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
Christian Cardoso (CRD# 7422848) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 2 years of experience in the finance industry.
John Clower (CRD# 4892223) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 19 years of experience in the finance industry.
Thomas Coil (CRD# 1864969) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 35 years of experience in the finance industry.
Theresa Combs (CRD# 6846754) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.
Elizabeth Cox (CRD# 7026177) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, UT and has over 2 years of experience in the finance industry.
Audrey Dalsass (CRD# 7597215) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Nancy Elliott (CRD# 5679622) is an Investment Advisor Representative working at Silver Lake Advisory, LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry. Nancy Elliott 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.
Tennyson Fauver (CRD# 7549402) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Zakary Fresh (CRD# 7310565) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 3 years of experience in the finance industry.
Ryan Gardner (CRD# 6687321) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 7 years of experience in the finance industry.