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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
Patty Bartholomew (CRD# 7086050) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 5 years of experience in the finance industry.
Austin Beard (CRD# 7543051) is an Investment Advisor Representative working at Ep Wealth Advisors in Logan, UT and has 1 year of experience in the finance industry.
Josh Burningham (CRD# 7393814) is an Investment Advisor Representative working at Edward Jones in Providence, UT and has over 2 years of experience in the finance industry.
Jace Cox (CRD# 7326276) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 3 years of experience in the finance industry.
Jeremy Day (CRD# 7485327) is an Investment Advisor Representative working at Edward Jones in Logan, UT and has 1 year of experience in the finance industry.
Ammon Doman (CRD# 6562504) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 7 years of experience in the finance industry. Ammon Doman 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.
Mitchell Greene (CRD# 7599757) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has 1 year of experience in the finance industry. Mitchell Greene 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.
Max Hanks (CRD# 7601150) is an Investment Advisor Representative working at Eagle Strategies LLC in Wellsville, UT and has 1 year of experience in the finance industry.
Whitney Hyer (CRD# 7631944) is an Investment Advisor Representative working at Edward Jones in Logan, UT and has 1 year of experience in the finance industry.
Jason Kimber (CRD# 6244188) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Logan, UT and has over 10 years of experience in the finance industry.