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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
Jeffrey Salisbury (CRD# 3225234) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 25 years of experience in the finance industry.
Nathan Salisbury (CRD# 6662761) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 7 years of experience in the finance industry.
Paul Schwartz (CRD# 2496871) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Logan, UT and has over 29 years of experience in the finance industry.
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...
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.
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.
Jerry Toombs (CRD# 2245232) is an Investment Advisor Representative working at Connect Financial in Logan, UT and has over 31 years of experience in the finance industry.
Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working fulltime, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial PlannerTM. This has allowed Tyler to pursue his career in helping people with greater expertise.
Tyler’s investing career began by learning the hard way, losing precious capital. He found a mentor to teach him how the markets work and the strategies...
Jeffrey Wangsgard (CRD# 4464908) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Logan, UT and has over 22 years of experience in the finance industry.