-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
John Beckstead (CRD# 3041666) is an Investment Advisor Representative working at Lifetime Financial in Highland, UT and has over 25 years of experience in the finance industry.
James Belliston (CRD# 2402952) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 30 years of experience in the finance industry. James Belliston 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.
Michelle Bennett (CRD# 5305649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 16 years of experience in the finance industry.
Donald Bentley (CRD# 1968937) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 34 years of experience in the finance industry.
David Bigler (CRD# 6342130) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 9 years of experience in the finance industry.
Randall Bills (CRD# 2280827) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pleasant Grove, UT and has over 25 years of experience in the finance industry.
Kent Binning (CRD# 4291927) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 22 years of experience in the finance industry.
Dale Black (CRD# 4312705) is an Investment Advisor Representative working at Global View Capital Management LLC in Pleasant Grove, UT and has over 23 years of experience in the finance industry.
Kohler Black (CRD# 6853233) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasant Grove, UT and has over 6 years of experience in the finance industry. Kohler Black 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.
Marcus Blanchard (CRD# 6847288) is an Investment Advisor Representative working at Focal Point Financial Planning, LLC in Pleasant Grove, UT and has over 6 years of experience in the finance industry. Marcus Blanchard 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.