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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
Tyler Pettit (CRD# 5251948) is an Investment Advisor Representative working at D.a. Davidson & Company in South Jordan, UT and has over 15 years of experience in the finance industry.
Brandon Preece (CRD# 5405766) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in South Jordan, UT and has over 16 years of experience in the finance industry.
James Rawlings (CRD# 1047695) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Jordan, UT and has over 42 years of experience in the finance industry. James Rawlings 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.
Geoffrey Reeves (CRD# 4102800) is an Investment Advisor Representative working at Nfp Retirement Inc. in South Jordan, UT and has over 24 years of experience in the finance industry.
James Rigtrup (CRD# 4148341) is an Investment Advisor Representative working at Lpl Financial LLC in South Jordan, UT and has over 24 years of experience in the finance industry.
Matthew Romney (CRD# 5926569) is an Investment Advisor Representative working at Vitality Capital Management, LLC in South Jordan, UT and has over 7 years of experience in the finance industry.
Jeffrey Roskelley (CRD# 4505184) is an Investment Advisor Representative working at Lpl Financial LLC in South Jordan, UT and has over 22 years of experience in the finance industry.
Robert Sandberg (CRD# 3033297) is an Investment Advisor Representative working at Arbor Point Advisors in South Jordan, UT and has over 25 years of experience in the finance industry. Robert Sandberg 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.
Jason Sandos (CRD# 4140614) is an Investment Advisor Representative working at Sandos Financial in South Jordan, UT and has over 24 years of experience in the finance industry.
Michael Sandos (CRD# 2417233) is an Investment Advisor Representative working at Sandos Financial in South Jordan, UT and has over 30 years of experience in the finance industry.