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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
Steven Parkinson (CRD# 1693929) is an Investment Advisor Representative working at Iron Gate Global Advisors in Logan, UT and has over 36 years of experience in the finance industry.
Douglas Peterson (CRD# 6530643) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 8 years of experience in the finance industry. Douglas 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.
Jack Peterson (CRD# 3110933) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 25 years of experience in the finance industry.
Jeffrey Salisbury (CRD# 3225234) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 25 years of experience in the finance industry.
Nathan Salisbury (CRD# 6662761) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 7 years of experience in the finance industry.
Paul Schwartz (CRD# 2496871) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Logan, UT and has over 29 years of experience in the finance industry.
Jon Shaffer (CRD# 5837034) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 13 years of experience in the finance industry.
David Morris Shapiro (CRD# 4598744) is an Investment Advisor Representative working at Peak Investment Coaching, LLC in Logan, UT and a satalite office in Kaysville, UT.
David has over 14 years of experience in the finance industry. David has been selected by Dave Ramsey as a SmartVestor Pro and is dedicated to helping his clients achieve their long-term investing goals. David believe that everyone deserves access to solid, professional investing guidance. He has the heart of a teacher, not the attitude of a salesman. He is someone you can feel comfortable talking to and someone you can...
James Smith (CRD# 801408) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 35 years of experience in the finance industry.
Charles Sorensen (CRD# 3255618) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Logan, UT and has over 24 years of experience in the finance industry.