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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 Scott (CRD# 2277984) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Brigham City, UT and has over 31 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...
Garrett Smith (CRD# 6191028) is an Investment Advisor Representative working at Ascend Investment Partners in Logan, UT and has over 10 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...
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.