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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
Theresa Bond (CRD# 7652461) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Layton, UT and has over 2 years of experience in the finance industry.
Steven Garside (CRD# 6884542) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 6 years of experience in the finance industry.
Michael Gary (CRD# 2801370) is an Investment Advisor Representative working at Primerica Advisors in Layton, UT and has over 27 years of experience in the finance industry.
Lezlee Masson (CRD# 7331304) is an Investment Advisor Representative working at First Command Advisory Services in Layton, UT and has over 2 years of experience in the finance industry.
Jason Oyler (CRD# 4447359) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Layton, UT and has over 3 years of experience in the finance industry.
Ryan Peterson (CRD# 4295772) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Layton, UT and has over 23 years of experience in the finance industry. Ryan Peterson 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.
Lacey Sarafin (CRD# 7653685) is an Investment Advisor Representative working at First Command Advisory Services in Layton, UT and has 1 year of experience in the finance industry.
Dallin Wilcox (CRD# 6941664) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Layton, UT and has over 4 years of experience in the finance industry.
Robert Aamodt (CRD# 3037835) is an Investment Advisor Representative working at Rock House Financial in Farmington, UT and has over 25 years of experience in the finance industry. Robert Aamodt 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.
David Adair (CRD# 2851331) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 26 years of experience in the finance industry.