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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
John Mickelson (CRD# 2628700) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 28 years of experience in the finance industry.
Mitchell Moncur (CRD# 6540047) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 8 years of experience in the finance industry.
Patrick Murphy (CRD# 5504210) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 15 years of experience in the finance industry.
Jarin Murray (CRD# 5316223) is an Investment Advisor Representative working at Primerica Advisors in Logan, UT and has over 16 years of experience in the finance industry.
Aaron Neeley (CRD# 6001558) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 8 years of experience in the finance industry.
Daniel Neeley (CRD# 5556337) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 15 years of experience in the finance industry.
Stephen Neeley (CRD# 3235100) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 24 years of experience in the finance industry.
Gordon Nelson (CRD# 2982767) is an Investment Advisor Representative working at Aurelius Family Office, LLC in Bedford, NH and has over 26 years of experience in the finance industry. Gordon Nelson 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.
Paul Norman (CRD# 1746793) is an Investment Advisor Representative working at Ascend Investment Partners in Logan, UT and has over 36 years of experience in the finance industry. Paul Norman 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.
Jeffrey Olsen (CRD# 6182260) is an Investment Advisor Representative working at Edward Jones in Logan, UT and has over 10 years of experience in the finance industry.