-
Distance Only Lehi, UT
-
COMPENSATION Either
-
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
Ronald Olson (CRD# 830680) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has over 27 years of experience in the finance industry. R.o.i. is a fee only RIA serving clients located primarily in Utah County and the Greater Salt Lake City region. R.o.i. also services clients throught the country with the use of video and phone technology.
Curtis Packer (CRD# 6788640) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 7 years of experience in the finance industry.
H Parkinson (CRD# 2070684) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lehi, UT and has over 33 years of experience in the finance industry.
Devin Peterson (CRD# 6413484) is an Investment Advisor Representative working at Brighter Retirement Advisors LLC in Lehi, UT and has over 8 years of experience in the finance industry.
Larry Peterson (CRD# 5344135) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Lehi, UT and has over 16 years of experience in the finance industry. Larry 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.
Kimball Pierce (CRD# 5039592) is an Investment Advisor Representative working at Rovin Capital in Lehi, UT and has over 18 years of experience in the finance industry.
Aaron Pugh (CRD# 6124844) is an Investment Advisor Representative working at Interactive Financial Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Michael Reid (CRD# 6268535) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has over 8 years of experience in the finance industry.
Justin Ricks (CRD# 3160807) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lehi, UT and has over 25 years of experience in the finance industry.
Brenton Ripley (CRD# 4258406) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has over 23 years of experience in the finance industry.