-
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
Stephen Martin (CRD# 4083969) is an Investment Advisor Representative working at Lpl Financial LLC in Midvale, UT and has over 24 years of experience in the finance industry. Stephen Martin 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.
Gerilyn Merrill (CRD# 6723706) is an Investment Advisor Representative working at Everspire in Midvale, UT and has over 7 years of experience in the finance industry.
Kelly Miller (CRD# 2633985) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Midvale, UT and has over 28 years of experience in the finance industry.
David Nelson (CRD# 2282250) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Midvale, UT and has over 31 years of experience in the finance industry.
Robert Nelson (CRD# 1563082) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Midvale, UT and has over 35 years of experience in the finance industry.
Brad Neves (CRD# 5781398) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Midvale, UT and has over 13 years of experience in the finance industry.
Thomas Nielson (CRD# 1581212) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Midvale, UT and has over 37 years of experience in the finance industry.
Michael Sayre (CRD# 6241485) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Midvale, UT and has over 10 years of experience in the finance industry.
Kade Schoenrock (CRD# 6862649) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Midvale, UT and has over 6 years of experience in the finance industry.
Matthew Shaw (CRD# 4622988) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Midvale, UT and has over 21 years of experience in the finance industry.