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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
Stephen Spaulding (CRD# 2854666) is an Investment Advisor Representative working at Edward Jones in Park City, UT and has over 8 years of experience in the finance industry.
Paul Tan (CRD# 2064690) is an Investment Advisor Representative working at Wells Fargo Advisors in Park City, UT and has over 33 years of experience in the finance industry.
Susanne Thalman (CRD# 5471432) is an Investment Advisor Representative working at Edward Jones in Park City, UT and has over 16 years of experience in the finance industry.
Chase Thomas (CRD# 6086393) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 11 years of experience in the finance industry. Chase Thomas 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.
Michael Torrence (CRD# 6906009) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 6 years of experience in the finance industry.
Elke Touchette (CRD# 1576833) is an Investment Advisor Representative working at Financial Prosperity, Inc. in Park City, UT and has over 37 years of experience in the finance industry.
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.
Mitchell Winter (CRD# 4539709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Park City, UT and has over 21 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.