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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
L Morgan Daines (CRD# 2938659) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salt Lake City, UT and has over 26 years of experience in the finance industry.
Joseph Davis (CRD# 4900161) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in West Haven, UT and has over 19 years of experience in the finance industry.
Korey Davis (CRD# 6399616) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Steven Davis (CRD# 1890984) is an Investment Advisor Representative working at Avantax Advisory Services in Ogden, UT and has over 35 years of experience in the finance industry. Steven Davis 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.
Jared Day (CRD# 5974093) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.
Judith De Bry (CRD# 2892157) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Christopher Debrow (CRD# 5068201) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Bryce Decker (CRD# 7009676) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ogden, UT and has over 5 years of experience in the finance industry.
Garren Decker (CRD# 1961005) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ogden, UT and has over 34 years of experience in the finance industry.
Lara Deppe (CRD# 6210171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 10 years of experience in the finance industry.