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Distance Only Holladay, UT
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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
Chad Horne (CRD# 5954889) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Holladay, UT and has over 12 years of experience in the finance industry.
Jason Howard (CRD# 4558546) is an Investment Advisor Representative working at Lpl Financial LLC in Holladay, UT and has over 21 years of experience in the finance industry. Jason Howard 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.
Scott Kimball (CRD# 5672433) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Holladay, UT and has over 14 years of experience in the finance industry. Scott Kimball 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.
David Krauser (CRD# 5656213) is an Investment Advisor Representative working at You First Financial LLC in Holladay, UT and has over 14 years of experience in the finance industry.
Shane Kunz (CRD# 5083349) is an Investment Advisor Representative working at Lpl Financial LLC in Holladay, UT and has over 18 years of experience in the finance industry. Shane Kunz 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.
Roger Larsen (CRD# 302826) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Holladay, UT and has over 27 years of experience in the finance industry.
Joshua Liljenquist (CRD# 5350393) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Holladay, UT and has over 16 years of experience in the finance industry. Joshua Liljenquist 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.
John Lunt (CRD# 4641670) is an Investment Advisor Representative working at Lunt Capital Management Inc. in Holladay, UT and has over 21 years of experience in the finance industry.
Mathew Meservy (CRD# 4763595) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Holladay, UT and has over 19 years of experience in the finance industry.
Gregory Miller (CRD# 5390510) is an Investment Advisor Representative working at Morgan Stanley in Holladay, UT and has over 16 years of experience in the finance industry.