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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
Gregory Maxwell (CRD# 4888310) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Farmington, UT and has over 19 years of experience in the finance industry. Gregory Maxwell 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.
Matthew McFarland (CRD# 5996548) is an Investment Advisor Representative working at Cuso Financial Services in Ogden, UT and has over 12 years of experience in the finance industry.
Patrick McGarry (CRD# 4134379) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Ogden, UT and has over 21 years of experience in the finance industry.
William Merrell (CRD# 5593043) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 11 years of experience in the finance industry. William Merrell 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.
Marli Merrill (CRD# 4934574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 18 years of experience in the finance industry.
Lee Miles (CRD# 2027335) is an Investment Advisor Representative working at Lee Miles LLC in Ogden, UT and has over 34 years of experience in the finance industry. Lee Miles 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 Minnoch (CRD# 4362604) is an Investment Advisor Representative working at Vantage Point Management, Inc. in North Ogden, UT and has over 23 years of experience in the finance industry.
Elliot Moses (CRD# 2342116) is an Investment Advisor Representative working at Sanguine Owl, Lc in Ogden, UT and has over 31 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.
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.