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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
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.
Matthew Shaw (CRD# 4622988) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Draper, UT and has over 21 years of experience in the finance industry.
Mitchell Simkins (CRD# 5416538) is an Investment Advisor Representative working at Farther in Draper, UT and has over 16 years of experience in the finance industry.
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.
Trevor Stauffer (CRD# 4997834) is an Investment Advisor Representative working at Trajan Wealth, LLC in Draper, UT and has over 18 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.
Heather Syrett (CRD# 4476158) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 21 years of experience in the finance industry.
Tad Teeples (CRD# 4503069) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Draper, UT and has over 22 years of experience in the finance industry.
Joseph Toronto (CRD# 2003016) is an Investment Advisor Representative working at Affiliated Investment Advisors, Inc. in Draper, UT and has over 31 years of experience in the finance industry.