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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
Richard Bird (CRD# 2513217) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Springville, UT and has over 29 years of experience in the finance industry.
Scott Bird (CRD# 5380581) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 16 years of experience in the finance industry.
Justin Bitner (CRD# 2657254) is an Investment Advisor Representative working at Commonwealth Financial Network in Salt Lake City, UT and has over 28 years of experience in the finance industry. Justin Bitner 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.
Zachary Bitner (CRD# 6944048) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Dale Black (CRD# 4312705) is an Investment Advisor Representative working at Global View Capital Management LLC in Pleasant Grove, UT and has over 23 years of experience in the finance industry.
Gregory Black (CRD# 5181698) is an Investment Advisor Representative working at Tencap Wealth Coaching in South Jordan, UT and has over 16 years of experience in the finance industry. Gregory Black 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.
Joshua Black (CRD# 4280729) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sandy, UT and has over 15 years of experience in the finance industry.
Kohler Black (CRD# 6853233) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasant Grove, UT and has over 6 years of experience in the finance industry. Kohler Black 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.
Ryan Bladen (CRD# 5285743) is an Investment Advisor Representative working at Physician Wealth Advisors, Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry. Ryan Bladen 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.
John Blake (CRD# 2225867) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 32 years of experience in the finance industry.