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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 Neeley (CRD# 3235100) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 24 years of experience in the finance industry.
Blake Nelson (CRD# 4778115) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, UT and has over 20 years of experience in the finance industry. Blake Nelson 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.
Gordon Nelson (CRD# 2982767) is an Investment Advisor Representative working at Aurelius Family Office, LLC in Bedford, NH and has over 26 years of experience in the finance industry. Gordon Nelson 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.
Scott Nelson (CRD# 1645096) is an Investment Advisor Representative working at Alphastar Capital Management in Brigham City, UT and has over 13 years of experience in the finance industry.
Jared Nichols (CRD# 2994263) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Millville, UT and has over 26 years of experience in the finance industry.
Dylan Nielson (CRD# 6878145) is an Investment Advisor Representative working at Cachetech in Logan, UT and has over 6 years of experience in the finance industry.
Paul Norman (CRD# 1746793) is an Investment Advisor Representative working at Ascend Investment Partners in Logan, UT and has over 36 years of experience in the finance industry. Paul Norman 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.
Jeffrey Olsen (CRD# 6182260) is an Investment Advisor Representative working at Edward Jones in Logan, UT and has over 10 years of experience in the finance industry.
Nicole Opie (CRD# 6825788) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ogden, UT and has over 5 years of experience in the finance industry.
David Packer (CRD# 5269055) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Logan, UT and has over 17 years of experience in the finance industry.