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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
Robert Hansen (CRD# 3072326) is an Investment Advisor Representative working at Vantage Point Investments, Inc. in Herriman, UT and has over 25 years of experience in the finance industry.
Jared Henderson (CRD# 4482119) is an Investment Advisor Representative working at Equitable Advisors, LLC in Herriman, UT and has over 22 years of experience in the finance industry.
Matthew Hess (CRD# 5428376) is an Investment Advisor Representative working at Vantage Point Investments, Inc. in Herriman, 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.
Joseph Pugliano (CRD# 7753583) is an Investment Advisor Representative working at Investable Wealth, LLC in Herriman, UT and has 1 year of experience in the finance industry.
Kevin Larson (CRD# 4683570) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Taylorsville, UT and has over 20 years of experience in the finance industry. Kevin Larson 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.
Paul Winter (CRD# 1870699) is an Investment Advisor Representative working at Five Seasons Financial Planning LLC in Slc, UT and has over 35 years of experience in the finance industry. Paul Winter 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.
Thomas Abbott (CRD# 840425) is an Investment Advisor Representative working at Equitable Advisors, LLC in American Fork, UT and has over 33 years of experience in the finance industry.
David Adair (CRD# 2851331) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 26 years of experience in the finance industry.
Chace Adams (CRD# 6515855) is an Investment Advisor Representative working at Ignite Planners LLC in South Jordan, UT and has over 8 years of experience in the finance industry. Chace Adams 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.