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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
Valerie Corelli (CRD# 2808877) is an Investment Advisor Representative working at Premier Capital Management Inc. in Orem, UT and has over 27 years of experience in the finance industry.
Benjamin Cummings (CRD# 6878065) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has 1 year of experience in the finance industry. Benjamin Cummings 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.
Kenneth Cuthbert (CRD# 1484776) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 37 years of experience in the finance industry.
Alan Cutler (CRD# 1493621) is an Investment Advisor Representative working at First Financial Advisors in Provo, UT and has over 37 years of experience in the finance industry.
Kimberly Davis (CRD# 4200671) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 11 years of experience in the finance industry.
Jesse Dean (CRD# 1070113) is an Investment Advisor Representative working at Vantage Point Wealth Management, LLC in Saratoga Springs, UT and has over 31 years of experience in the finance industry.
Sam Deaver (CRD# 6298983) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry. Sam Deaver 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.
Xavier Desforges (CRD# 6374774) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 9 years of experience in the finance industry.
Kimberly Doleman (CRD# 5121254) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 12 years of experience in the finance industry.
Nancy Donnelly (CRD# 5456033) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Payson, UT and has over 5 years of experience in the finance industry.