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Distance Only Cottonwood Heights, UT
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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
Kaitlyn Van Zee (CRD# 4849955) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cottonwood Heights, UT and has over 12 years of experience in the finance industry. Kaitlyn Van Zee 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.
Jesse Vance (CRD# 4165316) is an Investment Advisor Representative working at Wells Fargo Advisors in Cottonwood Heights, UT and has over 23 years of experience in the finance industry.
Christopher Vaughn (CRD# 2909508) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 26 years of experience in the finance industry.
Barry Watson (CRD# 5402958) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 16 years of experience in the finance industry. Barry Watson 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.
Nathan Woodward (CRD# 4434704) is an Investment Advisor Representative working at Lpl Financial LLC in Cottonwood Heights, UT and has over 9 years of experience in the finance industry.
Brian Worley (CRD# 2649692) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 28 years of experience in the finance industry. Brian Worley 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.
Shivam Bhatia (CRD# 7688687) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Jennifer Booms (CRD# 7734356) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Lawrence Braby (CRD# 5934018) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 11 years of experience in the finance industry.
Jared Butler (CRD# 7252473) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 2 years of experience in the finance industry.