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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
Chase Thomas (CRD# 6086393) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 11 years of experience in the finance industry. Chase Thomas 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 Torrence (CRD# 6906009) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 6 years of experience in the finance industry.
Elke Touchette (CRD# 1576833) is an Investment Advisor Representative working at Financial Prosperity, Inc. in Park City, UT and has over 37 years of experience in the finance industry.
Patrick Wallace (CRD# 2199783) is an Investment Advisor Representative working at Shorepath Capital Management LLC in Park City, UT and has over 32 years of experience in the finance industry.
Scott Weissman (CRD# 2802682) is an Investment Advisor Representative working at Matrix Private Capital Group in Park City, UT and has over 27 years of experience in the finance industry. Scott Weissman 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.
Vance Whitby (CRD# 4099813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Midway, UT and has over 23 years of experience in the finance industry.
Valeriane Wilson (CRD# 6319655) is an Investment Advisor Representative working at Athena's Wealth, Inc. in Park City, UT and has over 9 years of experience in the finance industry. Valeriane Wilson 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.
Mitchell Winter (CRD# 4539709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Park City, UT and has over 21 years of experience in the finance industry.
Bradford Yamada (CRD# 2023283) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in Park City, UT and has 1 year of experience in the finance industry.
Russell Yamauchi (CRD# 4419477) is an Investment Advisor Representative working at Next Financial Group, Inc. in Park City, UT and has over 22 years of experience in the finance industry.