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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
Eric Stuart (CRD# 4181308) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 23 years of experience in the finance industry.
Mark Sumsion (CRD# 1812582) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Orem, UT and has over 36 years of experience in the finance industry.
Jerry Tanner (CRD# 1409284) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Provo, UT and has over 37 years of experience in the finance industry.
Adam Taylor (CRD# 2756299) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 27 years of experience in the finance industry. Adam Taylor 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.
Daniel Thorstenson (CRD# 6551584) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Provo, UT and has over 8 years of experience in the finance industry.
Jeffrey Tolley (CRD# 4228553) is an Investment Advisor Representative working at Edward Jones in Provo, UT and has over 9 years of experience in the finance industry.
John Unice (CRD# 868350) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 26 years of experience in the finance industry. John Unice 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.
Robert Vonderharr (CRD# 1556834) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Provo, UT and has over 37 years of experience in the finance industry.
Andrew Walker (CRD# 4315712) is an Investment Advisor Representative working at Lpl Financial LLC in Orem, UT and has over 14 years of experience in the finance industry.
Rodney Walker (CRD# 4011607) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 24 years of experience in the finance industry. Rodney Walker 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.