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Distance Only Draper, 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
Patricia Nelson (CRD# 2806913) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Draper, UT and has over 27 years of experience in the finance industry.
Murray Peters (CRD# 2667910) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 28 years of experience in the finance industry.
Curtis Ramsay (CRD# 5352269) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Draper, UT and has over 16 years of experience in the finance industry.
Ryan Richards (CRD# 5551082) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Draper, UT and has over 15 years of experience in the finance industry. Ryan Richards 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.
Michael Riley (CRD# 2703660) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 27 years of experience in the finance industry. Michael Riley 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.
Jonathan Rowland (CRD# 4637116) is an Investment Advisor Representative working at Lpl Financial LLC in Draper, UT and has over 21 years of experience in the finance industry.
Kerry Severn (CRD# 2397261) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Draper, UT and has over 30 years of experience in the finance industry. Kerry Severn 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.
Allyn Shaw (CRD# 4787681) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Draper, UT and has over 19 years of experience in the finance industry. Allyn Shaw 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.
Stephen Smith (CRD# 6802883) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 6 years of experience in the finance industry.
Christopher Stokes (CRD# 5581353) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Draper, UT and has over 15 years of experience in the finance industry.