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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
Garrett Smith (CRD# 6191028) is an Investment Advisor Representative working at Ascend Investment Partners in Logan, UT and has over 10 years of experience in the finance industry.
Jerry Toombs (CRD# 2245232) is an Investment Advisor Representative working at Connect Financial in Logan, UT and has over 31 years of experience in the finance industry.
Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working fulltime, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial PlannerTM. This has allowed Tyler to pursue his career in helping people with greater expertise.
Tyler’s investing career began by learning the hard way, losing precious capital. He found a mentor to teach him how the markets work and the strategies...
James Washburn (CRD# 6372374) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Logan, UT and has over 9 years of experience in the finance industry.
Mark Weaver (CRD# 4716608) 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.
Ryan Whitby (CRD# 5634182) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 15 years of experience in the finance industry.
Sterling Widmer (CRD# 4961527) is an Investment Advisor Representative working at Mml Investors Services, LLC in North Logan, UT and has over 18 years of experience in the finance industry. Sterling Widmer 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.
Samuel Winward (CRD# 5533238) is an Investment Advisor Representative working at Eagle Strategies LLC in Wellsville, UT and has over 15 years of experience in the finance industry.
Adam Andersen (CRD# 7587970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Logan, UT and has 1 year of experience in the finance industry.
Haleigh Austin (CRD# 6322954) is an Investment Advisor Representative working at Edward Jones in Brigham City, UT and has over 3 years of experience in the finance industry.