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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
Brandon Smith (CRD# 6993434) is an Investment Advisor Representative working at Edward Jones in Provo, UT and has over 5 years of experience in the finance industry.
Darren Smith (CRD# 2669924) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Orem, UT and has over 28 years of experience in the finance industry. Darren Smith 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.
Hyrum Smith (CRD# 6418090) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has 1 year of experience in the finance industry. Hyrum Smith 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.
Ronald Smith (CRD# 5099531) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orem, UT and has over 18 years of experience in the finance industry.
Thomas Soffe (CRD# 6170953) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 10 years of experience in the finance industry. Thomas Soffe 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.
Brad Sorensen (CRD# 6839353) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 6 years of experience in the finance industry.
James Spainhower (CRD# 4145663) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 24 years of experience in the finance industry.
Rebecca Spencer (CRD# 6574636) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Provo, UT and has over 8 years of experience in the finance industry.
Scott Stephan (CRD# 2382286) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 30 years of experience in the finance industry.
Scott Stratton (CRD# 6794814) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry. Scott Stratton 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.