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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
James Knight (CRD# 5576866) is an Investment Advisor Representative working at Family Wealth Advisors in Farmington, UT and has over 12 years of experience in the finance industry.
Trevor Knudtson (CRD# 6120084) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Ogden, UT and has over 11 years of experience in the finance industry.
Barry Kramer (CRD# 2826921) is an Investment Advisor Representative working at Kramer Asset Management in Perry, UT and has over 27 years of experience in the finance industry.
Krisdon Kussee (CRD# 2696895) is an Investment Advisor Representative working at Primerica Advisors in Layton, UT and has over 28 years of experience in the finance industry.
Kevin Larsen (CRD# 4186414) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 23 years of experience in the finance industry.
Brett Leonhardt (CRD# 2774705) is an Investment Advisor Representative working at Lpl Financial LLC in Kaysville, UT and has over 27 years of experience in the finance industry.
Timothy Ludlum (CRD# 6368316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 9 years of experience in the finance industry.
Mark Lyons (CRD# 4789740) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wellsville, UT and has over 19 years of experience in the finance industry.
Michael Mangum (CRD# 3033040) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ogden, UT and has over 25 years of experience in the finance industry.
Troy Mathews (CRD# 5893860) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Layton, UT and has over 12 years of experience in the finance industry. Troy Mathews 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.