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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
Seth Merrill (CRD# 5893913) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 12 years of experience in the finance industry. Seth Merrill 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.
Steven Monson (CRD# 4546891) is an Investment Advisor Representative working at Edward Jones in Provo, UT and has over 21 years of experience in the finance industry.
Christopher Morrill (CRD# 3008165) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Provo, UT and has over 26 years of experience in the finance industry.
Todd Moulton (CRD# 1769171) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Provo, UT and has over 36 years of experience in the finance industry.
Sandra Murri-Johnson (CRD# 2522089) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 29 years of experience in the finance industry.
Renn Olsen (CRD# 5181407) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 16 years of experience in the finance industry. Renn Olsen 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.
Spencer Oman (CRD# 5162066) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 14 years of experience in the finance industry.
Jonathan Pack (CRD# 3187627) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 25 years of experience in the finance industry.
Robert Pack (CRD# 2948696) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 26 years of experience in the finance industry.
Kevan Phillips (CRD# 4382203) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Provo, UT and has over 22 years of experience in the finance industry.