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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
Bret Kelley (CRD# 6983570) is an Investment Advisor Representative working at First Command Advisory Services in Layton, UT and has over 5 years of experience in the finance industry.
Krisdon Kussee (CRD# 2696895) is an Investment Advisor Representative working at Primerica Advisors in Layton, UT and has over 27 years of experience in the finance industry.
Kevin Larsen (CRD# 4186414) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 23 years of experience in the finance industry.
Troy Mathews (CRD# 5893860) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Layton, UT and has over 12 years of experience in the finance industry. Troy Mathews 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.
James Ormsbee (CRD# 3062752) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 8 years of experience in the finance industry.
Darren Peterson (CRD# 5966274) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 12 years of experience in the finance industry.
Ryan Poll (CRD# 4401306) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Layton, UT and has over 22 years of experience in the finance industry.
Tiffany Schrader (CRD# 6860673) is an Investment Advisor Representative working at Lpl Financial LLC in Layton, UT and has over 6 years of experience in the finance industry.
Robyn Simons (CRD# 1538638) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 35 years of experience in the finance industry.
Belinda Stanger (CRD# 4542827) is an Investment Advisor Representative working at Primerica Advisors in Layton, UT and has over 21 years of experience in the finance industry.