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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
Marli Merrill (CRD# 4934574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 18 years of experience in the finance industry.
Lee Miles (CRD# 2027335) is an Investment Advisor Representative working at Lee Miles LLC in Ogden, UT and has over 34 years of experience in the finance industry. Lee Miles 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.
Dwayne Mitchell (CRD# 5448460) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Roy, UT and has over 16 years of experience in the finance industry.
Elliot Moses (CRD# 2342116) is an Investment Advisor Representative working at Sanguine Owl, Lc in Ogden, UT and has over 31 years of experience in the finance industry.
Nathan Murdock (CRD# 3175191) is an Investment Advisor Representative working at Lpl Financial LLC in Kaysville, UT and has over 25 years of experience in the finance industry.
Blake Nelson (CRD# 4778115) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, UT and has over 20 years of experience in the finance industry. Blake Nelson 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.
Scott Nelson (CRD# 1645096) is an Investment Advisor Representative working at Alphastar Capital Management in Brigham City, UT and has over 13 years of experience in the finance industry.
Nicole Opie (CRD# 6825788) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ogden, UT and has over 5 years of experience in the finance industry.
James Ormsbee (CRD# 3062752) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 8 years of experience in the finance industry.
William Ostler (CRD# 1844524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Farmington, UT and has over 35 years of experience in the finance industry.