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Distance Only Orem, 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
Willard Scott (CRD# 2583080) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 29 years of experience in the finance industry.
Robert Shelton (CRD# 4902355) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Orem, UT and has over 19 years of experience in the finance industry.
Darren Smith (CRD# 2669924) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Orem, UT and has over 28 years of experience in the finance industry. Darren Smith 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.
Hyrum Smith (CRD# 6418090) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has 1 year of experience in the finance industry. Hyrum Smith 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.
Ronald Smith (CRD# 5099531) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orem, UT and has over 18 years of experience in the finance industry.
James Spainhower (CRD# 4145663) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 24 years of experience in the finance industry.
Scott Stratton (CRD# 6794814) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry. Scott Stratton 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.
Adam Taylor (CRD# 2756299) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 27 years of experience in the finance industry. Adam Taylor 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.
John Unice (CRD# 868350) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 26 years of experience in the finance industry. John Unice 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.
Andrew Walker (CRD# 4315712) is an Investment Advisor Representative working at Lpl Financial LLC in Orem, UT and has over 14 years of experience in the finance industry.