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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
Douglas Kobak (CRD# 1395715) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Park City, UT and has over 33 years of experience in the finance industry. Douglas Kobak 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.
Brandon Little (CRD# 6477700) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 7 years of experience in the finance industry.
Nicholas McBride (CRD# 5896962) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 12 years of experience in the finance industry. Nicholas McBride 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.
Patrick McCloskey (CRD# 4641506) is an Investment Advisor Representative working at Principal Asset Management in Park City, UT and has over 20 years of experience in the finance industry.
Chase Nielsen (CRD# 6347438) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 9 years of experience in the finance industry.
Michael Nielsen (CRD# 2774722) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Park City, UT and has over 27 years of experience in the finance industry.
Larissa Petty (CRD# 5022280) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 5 years of experience in the finance industry.
Giridhar Reddy (CRD# 6090591) is an Investment Advisor Representative working at Quantum Capital Advisors, LLC in Park City, UT and has 1 year of experience in the finance industry.
Harvey Sax (CRD# 1831458) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 35 years of experience in the finance industry.
Lisa Schneider (CRD# 6726798) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Park City, UT and has over 7 years of experience in the finance industry.