-
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
Kenneth Cuthbert (CRD# 1484776) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 38 years of experience in the finance industry.
Alan Cutler (CRD# 1493621) is an Investment Advisor Representative working at First Financial Advisors in Provo, UT and has over 37 years of experience in the finance industry.
Tanner Dance (CRD# 6229188) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 9 years of experience in the finance industry.
Craig Davis (CRD# 4721777) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has over 11 years of experience in the finance industry.
Kimberly Davis (CRD# 4200671) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 11 years of experience in the finance industry.
Jesse Dean (CRD# 1070113) is an Investment Advisor Representative working at Vantage Point Wealth Management, LLC in Saratoga Springs, UT and has over 31 years of experience in the finance industry.
Marshall Dean (CRD# 5477075) is an Investment Advisor Representative working at Cuso Financial Services in America Fork, UT and has over 16 years of experience in the finance industry.
Sam Deaver (CRD# 6298983) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry. Sam Deaver 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.
Brian Decker (CRD# 1503719) is an Investment Advisor Representative working at Decker Retirement Planning Inc. in Lehi, UT and has over 37 years of experience in the finance industry.
Xavier Desforges (CRD# 6374774) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 9 years of experience in the finance industry.