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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
Ryan Kunkler (CRD# 5246130) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 17 years of experience in the finance industry.
Curtis Ladd (CRD# 1383014) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 38 years of experience in the finance industry. Curtis Ladd 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 Laga (CRD# 4919873) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 17 years of experience in the finance industry.
Joseph Langlois (CRD# 4216281) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 23 years of experience in the finance industry. Joseph Langlois 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.
Paula Larson (CRD# 5348544) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 14 years of experience in the finance industry.
Jeremy Leavitt (CRD# 6772919) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy, UT and has over 6 years of experience in the finance industry. Jeremy Leavitt 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.
John Lemmon (CRD# 2652165) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 28 years of experience in the finance industry.
Julia Lester (CRD# 2660207) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy, UT and has over 28 years of experience in the finance industry.
Raymond Levitre (CRD# 2047629) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 33 years of experience in the finance industry. Raymond Levitre 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.
Michael Littledike (CRD# 5917320) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 12 years of experience in the finance industry.