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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
David Patrick (CRD# 2513665) is an Investment Advisor Representative working at Next Financial Group, Inc. in Saint George, UT and has over 29 years of experience in the finance industry.
Carl Riding (CRD# 5977700) is an Investment Advisor Representative working at Independent Financial Group, LLC in Saint George, UT and has over 9 years of experience in the finance industry.
Jonathan Rogers (CRD# 6346966) is an Investment Advisor Representative working at Lpl Financial LLC in Saint George, UT and has over 9 years of experience in the finance industry.
Reece Rovig (CRD# 5868367) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 13 years of experience in the finance industry.
Brent Shakespeare (CRD# 4568760) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint George, UT and has over 21 years of experience in the finance industry.
James Shumway (CRD# 1200901) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 26 years of experience in the finance industry. James Shumway 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.
Clark Taylor (CRD# 4261299) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 23 years of experience in the finance industry.
Travis Vongsawad (CRD# 5530563) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Saint George, UT and has over 13 years of experience in the finance industry.
Tyson Wakley (CRD# 5908212) is an Investment Advisor Representative working at The Norden Group LLC in Saint George, UT and has over 12 years of experience in the finance industry.
William Wallace (CRD# 1706248) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has 1 year of experience in the finance industry.