-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jacob Rust (CRD# 5536530) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 14 years of experience in the finance industry. Jacob Rust 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.
Dean Sanpei (CRD# 6163425) is an Investment Advisor Representative working at Dmts Capital Advisors, LLC in Provo, UT and has over 11 years of experience in the finance industry.
Jason Seymour (CRD# 2494799) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 29 years of experience in the finance industry.
David Shipley (CRD# 4704823) is an Investment Advisor Representative working at Lpl Financial LLC in Provo, UT and has over 20 years of experience in the finance industry. David Shipley 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.
Rick Skousen (CRD# 2740299) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Provo, UT and has over 27 years of experience in the finance industry.
Brandon Smith (CRD# 6993434) is an Investment Advisor Representative working at Edward Jones in Provo, UT and has over 5 years of experience in the finance industry.
Thomas Soffe (CRD# 6170953) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 10 years of experience in the finance industry. Thomas Soffe 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.
Brad Sorensen (CRD# 6839353) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 6 years of experience in the finance industry.
Rebecca Spencer (CRD# 6574636) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Provo, UT and has over 8 years of experience in the finance industry.
Scott Stephan (CRD# 2382286) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 30 years of experience in the finance industry.