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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
Jon Shaffer (CRD# 5837034) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 13 years of experience in the finance industry.
David Morris Shapiro (CRD# 4598744) is an Investment Advisor Representative working at Peak Investment Coaching, LLC in Logan, UT and a satalite office in Kaysville, UT.
David has over 14 years of experience in the finance industry. David has been selected by Dave Ramsey as a SmartVestor Pro and is dedicated to helping his clients achieve their long-term investing goals. David believe that everyone deserves access to solid, professional investing guidance. He has the heart of a teacher, not the attitude of a salesman. He is someone you can feel comfortable talking to and someone you can...
Denim Simper (CRD# 6588491) is an Investment Advisor Representative working at Vantage Point Management, Inc. in North Ogden, UT and has over 5 years of experience in the finance industry.
Garrett Smith (CRD# 6191028) is an Investment Advisor Representative working at Ascend Investment Partners in Ogden, UT and has over 10 years of experience in the finance industry.
James Smith (CRD# 4679172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ogden, UT and has over 20 years of experience in the finance industry.
James Smith (CRD# 801408) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 35 years of experience in the finance industry.
Stanford Smith (CRD# 1677009) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Eden, UT and has over 37 years of experience in the finance industry.
Charles Sorensen (CRD# 3255618) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Logan, UT and has over 24 years of experience in the finance industry.
Allen Stansfield (CRD# 2191067) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Ogden, UT and has over 32 years of experience in the finance industry.
Matthew Taggart (CRD# 3270393) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Ogden, UT and has over 24 years of experience in the finance industry.