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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
Jared Jensen (CRD# 6713966) is an Investment Advisor Representative working at Edward Jones in Heber City, UT and has over 7 years of experience in the finance industry.
Skyler Keate (CRD# 6376766) is an Investment Advisor Representative working at Cadinha & Co LLC in Park City, UT and has over 5 years of experience in the finance industry.
Reid Kellam (CRD# 1717668) is an Investment Advisor Representative working at Kellam Insurance And Financial Services LLC in Midway, UT and has over 36 years of experience in the finance industry.
Kevin Kennedy (CRD# 6285267) is an Investment Advisor Representative working at Victrix Investment Advisors in Park City, UT and has over 10 years of experience in the finance industry.
Douglas Kobak (CRD# 1395715) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Park City, UT and has over 33 years of experience in the finance industry. Douglas Kobak 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.
Michael Lee (CRD# 5852804) is an Investment Advisor Representative working at Redgrove Capital LLC in Heber City, UT and has over 13 years of experience in the finance industry.
Brandon Little (CRD# 6477700) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 7 years of experience in the finance industry.
John McAndrew (CRD# 5621876) is an Investment Advisor Representative working at John Mcandrew Financial Advisors LLC in Heber City, UT and has over 8 years of experience in the finance industry.
Nicholas McBride (CRD# 5896962) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 12 years of experience in the finance industry. Nicholas McBride 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.
Patrick McCloskey (CRD# 4641506) is an Investment Advisor Representative working at Principal Asset Management in Park City, UT and has over 20 years of experience in the finance industry.