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Distance Only Park City, 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
Scott Weissman (CRD# 2802682) is an Investment Advisor Representative working at Matrix Private Capital Group in Park City, UT and has over 27 years of experience in the finance industry. Scott Weissman 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.
Valeriane Wilson (CRD# 6319655) is an Investment Advisor Representative working at Athena's Wealth, Inc. in Park City, UT and has over 9 years of experience in the finance industry. Valeriane Wilson 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.
Marianne Witte (CRD# 1207642) is an Investment Advisor Representative working at Hudson Value Partners, LLC in Park City, UT and has over 36 years of experience in the finance industry.
Bradford Yamada (CRD# 2023283) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in Park City, UT and has 1 year of experience in the finance industry.
Russell Yamauchi (CRD# 4419477) is an Investment Advisor Representative working at Next Financial Group, Inc. in Park City, UT and has over 22 years of experience in the finance industry.
Lisa Angeline (CRD# 4175683) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 22 years of experience in the finance industry.
Preston Bell (CRD# 7802327) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has 1 year of experience in the finance industry.
Frances Bird (CRD# 6764516) is an Investment Advisor Representative working at Treehouse Wealth Advisors in Park City, UT and has over 4 years of experience in the finance industry.
Veronica Delacruz (CRD# 7320363) is an Investment Advisor Representative working at Edward Jones in Park City, UT and has 1 year of experience in the finance industry.
Bradley Dicks (CRD# 7254237) is an Investment Advisor Representative working at Allworth Financial, LP in Park City, UT and has 1 year of experience in the finance industry.