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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
Brent Shakespeare (CRD# 4568760) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint George, UT and has over 21 years of experience in the finance industry.
John Shepherd (CRD# 5289018) is an Investment Advisor Representative working at Edward Jones in Saint George, UT and has over 17 years of experience in the finance industry.
James Shumway (CRD# 1200901) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 26 years of experience in the finance industry. James Shumway 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.
Jacob Stewart (CRD# 6567484) is an Investment Advisor Representative working at Scs Growth in Toquerville, UT and has over 9 years of experience in the finance industry.
Clark Taylor (CRD# 4261299) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 23 years of experience in the finance industry.
Amy Terry (CRD# 6148328) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Saint George, UT and has over 7 years of experience in the finance industry.
Travis Vongsawad (CRD# 5530563) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Saint George, UT and has over 14 years of experience in the finance industry.
Tyson Wakley (CRD# 5908212) is an Investment Advisor Representative working at The Norden Group LLC in Saint George, UT and has over 12 years of experience in the finance industry.
William Wallace (CRD# 1706248) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has 1 year of experience in the finance industry.
James Washburn (CRD# 1927199) is an Investment Advisor Representative working at Lpl Financial LLC in Mesquite, NV and has over 35 years of experience in the finance industry. James Washburn 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.