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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
Carisa Bertrand (CRD# 6943043) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Saint George, UT and has over 5 years of experience in the finance industry.
Derrick Bevan (CRD# 4985050) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 18 years of experience in the finance industry.
Christopher Bingham (CRD# 5189183) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 17 years of experience in the finance industry.
Tyler Bingham (CRD# 6192023) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 10 years of experience in the finance industry.
Joshua Black (CRD# 4280729) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sandy, UT and has over 15 years of experience in the finance industry.
Travis Bowden (CRD# 4199358) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy, UT and has over 23 years of experience in the finance industry.
Sandy Keeton (CRD# 4402657) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy, UT and has over 21 years of experience in the finance industry.
Larry Boydstun (CRD# 1025051) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy, UT and has over 41 years of experience in the finance industry.
Kevin Buehler (CRD# 5864191) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 13 years of experience in the finance industry.
Peter Burnham (CRD# 4273583) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 23 years of experience in the finance industry. Peter Burnham 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.