-
Distance Metro area (25 miles)
-
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
Sterling Sessions (CRD# 4851717) is an Investment Advisor Representative working at Prestige Wealthwide, LLC in Lehi, UT and has over 19 years of experience in the finance industry.
Todd Skousen (CRD# 6261437) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Lehi, UT and has over 7 years of experience in the finance industry.
Alan Smiley (CRD# 1646598) is an Investment Advisor Representative working at Wells Fargo Advisors in Lehi, UT and has over 37 years of experience in the finance industry.
Eric Smith (CRD# 2705087) 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.
Michael Stevens (CRD# 5930565) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Orem, UT and has over 4 years of experience in the finance industry.
Adam Stewart (CRD# 4819771) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Lehi, UT and has over 17 years of experience in the finance industry.
James Sweeney (CRD# 5964234) is an Investment Advisor Representative working at Switchpoint Financial Planning LLC in Lehi, UT and has over 12 years of experience in the finance industry. James Sweeney 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.
Ryan Thacker (CRD# 6321186) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 10 years of experience in the finance industry.
Tyson Thacker (CRD# 2388343) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 30 years of experience in the finance industry.
Melanie Tingey (CRD# 6943188) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 6 years of experience in the finance industry.