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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
James Derrick (CRD# 4145920) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 20 years of experience in the finance industry.
Rocky Derrick (CRD# 5996149) is an Investment Advisor Representative working at Taylor Derrick Capital, LLC in Salt Lake City, UT and has over 10 years of experience in the finance industry.
Jed Dewsnup (CRD# 5110884) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Centerville, UT and has over 18 years of experience in the finance industry.
Mark Dickamore (CRD# 4860935) is an Investment Advisor Representative working at Advice And Planning Services in Salt Lake City, UT and has over 19 years of experience in the finance industry.
Daniel Dickson (CRD# 6108803) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 11 years of experience in the finance industry. Daniel Dickson 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 Diehl (CRD# 4136906) is an Investment Advisor Representative working at The Prudent Planner, LLC in Salt Lake City, UT and has over 24 years of experience in the finance industry. John Diehl 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.
Peter Donnellon (CRD# 6321242) 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.
Patrick Donohoe (CRD# 6263825) is an Investment Advisor Representative working at Pl Wealth Advisors, LLC in Salt Lake City, UT and has over 10 years of experience in the finance industry.
William Draper (CRD# 4907513) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 19 years of experience in the finance industry.
Matthew Dreith (CRD# 5476370) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has 1 year of experience in the finance industry.