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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
Taylor Vowles (CRD# 5170051) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has over 10 years of experience in the finance industry.
Brian Ward (CRD# 6058582) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 12 years of experience in the finance industry.
Jay Wells (CRD# 5602205) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has over 15 years of experience in the finance industry.
Zachary Whitchurch (CRD# 5604111) is an Investment Advisor Representative working at Solidarity Wealth, LLC in Lehi, UT and has over 15 years of experience in the finance industry. Zachary Whitchurch 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 Whitworth (CRD# 6693097) 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.
Kyle Wilhelm (CRD# 6066686) is an Investment Advisor Representative working at Switchpoint Financial Planning LLC in Lehi, UT and has over 10 years of experience in the finance industry.
Jonathan Albrethsen (CRD# 7798864) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Lehi, UT and has 1 year of experience in the finance industry.
Michael Anderson (CRD# 7724760) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has 1 year of experience in the finance industry.
Richard Anderton (CRD# 4763564) is an Investment Advisor Representative working at My Prosper Team in Lehi, UT and has over 19 years of experience in the finance industry.
Cameron Archibald (CRD# 7557437) is an Investment Advisor Representative working at Decker Retirement Planning Inc. in Lehi, UT and has 1 year of experience in the finance industry.