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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
Mark Parrett (CRD# 7070828) is an Investment Advisor Representative working at Outpost Advisors, LLC in Holladay, UT and has over 5 years of experience in the finance industry. Mark Parrett 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.
Andrew Rigby (CRD# 6005357) is an Investment Advisor Representative working at Rigby Watts Investment Advisors in Holladay, UT and has over 12 years of experience in the finance industry.
George Roumpos (CRD# 6154717) is an Investment Advisor Representative working at Solitude Wealth Advisors, LLC in Holladay, UT and has over 12 years of experience in the finance industry.
Gregory Roumpos (CRD# 1697382) is an Investment Advisor Representative working at Solitude Wealth Advisors, LLC in Holladay, UT and has over 34 years of experience in the finance industry.
Robert Shattuck (CRD# 5878704) is an Investment Advisor Representative working at Athos Private Wealth LLC in Holladay, UT and has over 11 years of experience in the finance industry.
Christopher Stagg (CRD# 5671195) is an Investment Advisor Representative working at United Capital Financial Advisors in Holladay, UT and has over 14 years of experience in the finance industry. Christopher Stagg 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.
Gary Teran (CRD# 1076442) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Holladay, UT and has over 41 years of experience in the finance industry.
Jeffrey Teran (CRD# 4706241) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Holladay, UT and has over 17 years of experience in the finance industry. Jeffrey Teran 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.
Antonio Valenzuela (CRD# 6400065) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Holladay, UT and has over 9 years of experience in the finance industry.
Richard Wagner (CRD# 4575603) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 21 years of experience in the finance industry.