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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
Nicholas Peterson (CRD# 6011317) is an Investment Advisor Representative working at Corecap Advisors in Orem, UT and has over 12 years of experience in the finance industry.
Scott Peterson (CRD# 1611542) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 37 years of experience in the finance industry.
Kevan Phillips (CRD# 4382203) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Provo, UT and has over 22 years of experience in the finance industry.
Selina Raass (CRD# 6217788) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 10 years of experience in the finance industry. Selina Raass 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.
Jeffrey Rasband (CRD# 3157145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 25 years of experience in the finance industry.
Don Redd (CRD# 6444228) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Springville, UT and has over 8 years of experience in the finance industry.
Randy Reid (CRD# 2877610) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 23 years of experience in the finance industry.
Tarl Reynoso (CRD# 6405100) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 9 years of experience in the finance industry.
Craig Riggs (CRD# 4033340) is an Investment Advisor Representative working at Riggs Capital Management, LLC in Orem, UT and has over 23 years of experience in the finance industry.
Michael Roan (CRD# 818620) is an Investment Advisor Representative working at Bonneville Multi-family Office in Provo, UT and has over 32 years of experience in the finance industry. Michael Roan 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.