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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
Mark Johnson (CRD# 2568322) is an Investment Advisor Representative working at Interactive Financial Advisors in South Jordan, UT and has over 29 years of experience in the finance industry.
Larry Kendrick (CRD# 1220776) is an Investment Advisor Representative working at Lpl Financial LLC in South Jordan, UT and has over 40 years of experience in the finance industry.
Susan King (CRD# 5085987) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 17 years of experience in the finance industry.
Casey Kotter (CRD# 4717681) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Jordan, UT and has over 19 years of experience in the finance industry. Casey Kotter 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.
Stephen Kovalscik (CRD# 2509361) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 29 years of experience in the finance industry.
Steven Lichtie (CRD# 5863350) is an Investment Advisor Representative working at Copper Peak Capital Management in South Jordan, UT and has over 5 years of experience in the finance industry.
Christopher Light (CRD# 5000150) is an Investment Advisor Representative working at Ignite Planners LLC in South Jordan, UT and has over 18 years of experience in the finance industry.
Ann Lobos (CRD# 7077896) is an Investment Advisor Representative working at Vitality Capital Management, LLC in South Jordan, UT and has over 5 years of experience in the finance industry.
Neil Mahoney (CRD# 4781371) is an Investment Advisor Representative working at Oak Wealth Advisors LLC in South Jordan, UT and has over 20 years of experience in the finance industry. Neil Mahoney 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.
Scott Mathewson (CRD# 1878928) is an Investment Advisor Representative working at Lpl Financial LLC in South Jordan, UT and has over 35 years of experience in the finance industry. Scott Mathewson 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.