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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
Jacalyn Brenchley (CRD# 3042779) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Ogden, UT and has over 21 years of experience in the finance industry.
Jeffrey Clark (CRD# 7049189) is an Investment Advisor Representative working at Edward Jones in South Ogden, UT and has over 5 years of experience in the finance industry.
George Duke (CRD# 6868018) is an Investment Advisor Representative working at Edward Jones in South Ogden, UT and has over 6 years of experience in the finance industry.
Chase Flint (CRD# 6332364) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Ogden, UT and has over 6 years of experience in the finance industry.
Trevor Knudtson (CRD# 6120084) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Ogden, UT and has over 11 years of experience in the finance industry.
Patrick McGarry (CRD# 4134379) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Ogden, UT and has over 21 years of experience in the finance industry.
Billy Peterson (CRD# 2747152) is an Investment Advisor Representative working at Peterson Wealth Services Inc. in South Ogden, UT and has over 27 years of experience in the finance industry. Billy Peterson 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.
Shaun Peterson (CRD# 5972068) is an Investment Advisor Representative working at Peterson Wealth Services Inc. in South Ogden, UT and has over 12 years of experience in the finance industry.
Cade Peterson (CRD# 7245060) is an Investment Advisor Representative working at Peterson Wealth Services Inc. in South Ogden, UT and has over 2 years of experience in the finance industry.
Robert Aamodt (CRD# 3037835) is an Investment Advisor Representative working at Rock House Financial in Farmington, UT and has over 25 years of experience in the finance industry. Robert Aamodt 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.