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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
Eric Stuart (CRD# 4181308) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 23 years of experience in the finance industry.
Mark Sumsion (CRD# 1812582) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 36 years of experience in the finance industry.
Jerry Tanner (CRD# 1409284) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Provo, UT and has over 37 years of experience in the finance industry.
Daniel Thorstenson (CRD# 6551584) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Provo, UT and has over 8 years of experience in the finance industry.
Jeffrey Tolley (CRD# 4228553) is an Investment Advisor Representative working at Edward Jones in Provo, UT and has over 9 years of experience in the finance industry.
Kyle Turner (CRD# 6774500) is an Investment Advisor Representative working at Edward Jones in Provo, UT and has over 6 years of experience in the finance industry.
Robert Vonderharr (CRD# 1556834) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Provo, UT and has over 37 years of experience in the finance industry.
Rodney Walker (CRD# 4011607) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 23 years of experience in the finance industry. Rodney Walker 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.
Shane Waller (CRD# 6121989) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Provo, UT and has over 11 years of experience in the finance industry.
Scott Wharton (CRD# 6322228) is an Investment Advisor Representative working at Retirement Solutions Investments, Inc. in Provo, UT and has over 10 years of experience in the finance industry.