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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
Braxton Leicht (CRD# 7857518) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in Park City, UT and has 1 year of experience in the finance industry.
John McGrath (CRD# 1394102) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 38 years of experience in the finance industry.
Keven Nielsen (CRD# 7245671) is an Investment Advisor Representative working at Edward Jones in Heber City, UT and has over 3 years of experience in the finance industry.
Frederic Parke (CRD# 1230713) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 2 years of experience in the finance industry.
John Rudio (CRD# 6482618) is an Investment Advisor Representative working at Echelons Capital, LLC in Park City, UT and has over 8 years of experience in the finance industry.
Michael Shea (CRD# 1014613) is an Investment Advisor Representative working at Hightower Advisors, LLC in Park City, UT and has over 42 years of experience in the finance industry.
Justina Smith (CRD# 7480489) is an Investment Advisor Representative working at Edward Jones in Park City, UT and has over 2 years of experience in the finance industry.
Cole Tan (CRD# 6605615) is an Investment Advisor Representative working at Wells Fargo Advisors in Park City, UT and has over 4 years of experience in the finance industry.
Payton Whalen (CRD# 7180127) is an Investment Advisor Representative working at Mml Investors Services, LLC in Park City, UT and has over 2 years of experience in the finance industry.
Mitchell Zimmer (CRD# 7402816) is an Investment Advisor Representative working at Zimmer Capital Management LLC in Park City, UT and has over 2 years of experience in the finance industry.