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Distance Only Murray, UT
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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
John Neuenswander (CRD# 2341430) is an Investment Advisor Representative working at Lpl Financial LLC in Murray, UT and has over 30 years of experience in the finance industry.
Mark Neuenswander (CRD# 1403599) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murray, UT and has over 38 years of experience in the finance industry.
Zachary Nielson (CRD# 5163806) is an Investment Advisor Representative working at Park Avenue Securities LLC in Murray, UT and has over 15 years of experience in the finance industry.
Debbie Parker (CRD# 1611610) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murray, UT and has over 18 years of experience in the finance industry.
David Pearson (CRD# 2174863) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murray, UT and has over 32 years of experience in the finance industry. David Pearson 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.
Barbara Ray (CRD# 4635209) is an Investment Advisor Representative working at Forum Financial Management, LP in Murray, UT and has over 20 years of experience in the finance industry.
David Reichert (CRD# 5774284) is an Investment Advisor Representative working at Lpl Financial LLC in Murray, UT and has over 13 years of experience in the finance industry. David Reichert 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.
Christy Roe (CRD# 5857517) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murray, UT and has over 10 years of experience in the finance industry.
Wesley Shields (CRD# 5212848) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murray, UT and has over 17 years of experience in the finance industry. Wesley Shields 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.
Jonathan Simpson (CRD# 6610564) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murray, UT and has over 7 years of experience in the finance industry. Jonathan Simpson 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.