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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
Lara Deppe (CRD# 6210171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 10 years of experience in the finance industry.
Spencer Dow (CRD# 6108189) is an Investment Advisor Representative working at Edward Jones in Tremonton, UT and has over 11 years of experience in the finance industry.
George Duke (CRD# 6868018) is an Investment Advisor Representative working at Edward Jones in South Ogden, UT and has over 6 years of experience in the finance industry.
Chase Flint (CRD# 6332364) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Ogden, UT and has over 6 years of experience in the finance industry.
John Forsgren (CRD# 4480488) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Logan, UT and has over 22 years of experience in the finance industry.
Michael Frandsen (CRD# 7058191) is an Investment Advisor Representative working at Edward Jones in Marriott-slaterville, UT and has over 5 years of experience in the finance industry.
Stacey Fredrickson (CRD# 1245358) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clearfield, UT and has over 39 years of experience in the finance industry.
David Garrett (CRD# 1114266) is an Investment Advisor Representative working at Garrett Capital Investment Management in Logan, UT and has over 40 years of experience in the finance industry.
Jonathan Gates (CRD# 6741578) is an Investment Advisor Representative working at Mml Investors Services, LLC in Clearfield, UT and has over 6 years of experience in the finance industry. Jonathan Gates 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.
Frank Gerecht (CRD# 5592658) is an Investment Advisor Representative working at Cuso Financial Services in Clearfield, UT and has over 15 years of experience in the finance industry.