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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 Washburn (CRD# 6372374) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Logan, UT and has over 9 years of experience in the finance industry.
Mark Weaver (CRD# 4716608) 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.
Ryan Whitby (CRD# 5634182) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 15 years of experience in the finance industry.
Sterling Widmer (CRD# 4961527) is an Investment Advisor Representative working at Mml Investors Services, LLC in North Logan, UT and has over 18 years of experience in the finance industry. Sterling Widmer 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.
Adam Andersen (CRD# 7587970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Logan, UT and has 1 year of experience in the finance industry.
Patty Bartholomew (CRD# 7086050) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 5 years of experience in the finance industry.
Austin Beard (CRD# 7543051) is an Investment Advisor Representative working at Ep Wealth Advisors in Logan, UT and has 1 year of experience in the finance industry.
Rigoberto Chaparro (CRD# 3033628) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Smithfield, UT and has over 25 years of experience in the finance industry.
Jace Cox (CRD# 7326276) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 3 years of experience in the finance industry.
Jeremy Day (CRD# 7485327) is an Investment Advisor Representative working at Edward Jones in Logan, UT and has 1 year of experience in the finance industry.