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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
Jeff Bland (CRD# 4365908) is an Investment Advisor Representative working at Burrus in Salt Lake City, UT and has over 22 years of experience in the finance industry.
Jenny Bober (CRD# 6589277) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 8 years of experience in the finance industry.
Brennon Bowen (CRD# 6120072) is an Investment Advisor Representative working at The Professional Financial Company LLC in Pleasant Grove, UT and has over 11 years of experience in the finance industry. Brennon Bowen 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.
Kenneth Bown (CRD# 4773996) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 19 years of experience in the finance industry. Kenneth Bown 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.
Jeffrey Brimhall (CRD# 5973171) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has over 12 years of experience in the finance industry. Jeffrey Brimhall 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 Broderick (CRD# 1470736) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Park City, UT and has over 35 years of experience in the finance industry.
Gregory Buckway (CRD# 6609317) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 8 years of experience in the finance industry.
Brian Bythrow (CRD# 2489987) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 29 years of experience in the finance industry.
Gregory Caldwell (CRD# 6210980) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 10 years of experience in the finance industry.
Alexander Call (CRD# 6309288) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 9 years of experience in the finance industry. Alexander Call 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.