Distance Metro area (25 miles)
- 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
Lucas Allen (CRD# 5430071) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 13 years of experience in the finance industry. Lucas Allen 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.
David Archibald (CRD# 2389972) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Sandy, UT and has over 27 years of experience in the finance industry.