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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
William Gelegotis (CRD# 866447) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 39 years of experience in the finance industry.
Stan Goodell (CRD# 3155717) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 25 years of experience in the finance industry. Stan Goodell 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.
Curtis Gray (CRD# 5225519) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 17 years of experience in the finance industry. Curtis Gray 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.
Thomas Hall (CRD# 2315377) is an Investment Advisor Representative working at Cwm, LLC in Cottonwood Heights, UT and has over 31 years of experience in the finance industry. Thomas Hall 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 Halsch (CRD# 728633) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 42 years of experience in the finance industry.
James Herlocker (CRD# 858348) is an Investment Advisor Representative working at Oxley Wealth Management, LLC in Cottonwood Heights, UT and has over 42 years of experience in the finance industry. James Herlocker 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.
Neftali Hernandez (CRD# 5347113) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 16 years of experience in the finance industry.
Bret Hortin (CRD# 1889120) 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.
Jessica Hymel (CRD# 5266714) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 14 years of experience in the finance industry.
Sean Hytry (CRD# 2772380) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 27 years of experience in the finance industry.