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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
Rick Lam (CRD# 3046837) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Jordan, UT and has over 25 years of experience in the finance industry.
Daniel Litchfield (CRD# 4794006) is an Investment Advisor Representative working at Wells Fargo Advisors in Salt Lake City, UT and has over 19 years of experience in the finance industry.
Christopher Marburger (CRD# 6546092) is an Investment Advisor Representative working at Lpl Financial LLC in Stansbury Park, UT and has over 8 years of experience in the finance industry.
Lance McCubbins (CRD# 3050043) is an Investment Advisor Representative working at F2f Retirement, LLC in Tooele, UT and has over 25 years of experience in the finance industry.
Jeremy McKay (CRD# 5986878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.
Matthew Patten (CRD# 6737339) is an Investment Advisor Representative working at F2f Retirement, LLC in Tooele, UT and has over 7 years of experience in the finance industry.
Terrell Pickett (CRD# 5455780) is an Investment Advisor Representative working at Lpl Financial LLC in West Valley City, UT and has over 16 years of experience in the finance industry.
John Pugliano (CRD# 6158647) is an Investment Advisor Representative working at Investable Wealth, LLC in Herriman, UT and has over 11 years of experience in the finance industry.
Lincoln Taylor (CRD# 5011548) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.
Thomas Walk (CRD# 6162350) is an Investment Advisor Representative working at Lpl Financial LLC in Tooele, UT and has over 9 years of experience in the finance industry.