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Distance Only Sandy, UT
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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
Steven Manning (CRD# 6372783) is an Investment Advisor Representative working at Trek Financial in Sandy, UT and has over 9 years of experience in the finance industry.
Colin Mansfield (CRD# 4643275) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 21 years of experience in the finance industry.
Allen Marler (CRD# 4112169) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sandy, UT and has over 24 years of experience in the finance industry. Allen Marler 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.
Amy Marty (CRD# 1595793) is an Investment Advisor Representative working at Edward Jones in Sandy, UT and has over 30 years of experience in the finance industry.
Cory Maughan (CRD# 6236779) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 10 years of experience in the finance industry.
Reginald Maxfield (CRD# 5308823) is an Investment Advisor Representative working at Olympus Peaks Financial, LLC in Sandy, UT and has over 17 years of experience in the finance industry. Reginald Maxfield 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.
Phillip McCarroll (CRD# 6530240) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 8 years of experience in the finance industry.
Jayson McGinnis (CRD# 5426935) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 16 years of experience in the finance industry.
Roland Miles (CRD# 5189002) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 17 years of experience in the finance industry.
Darren Miller (CRD# 2579297) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 23 years of experience in the finance industry.