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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
Philip Eldredge (CRD# 4703096) is an Investment Advisor Representative working at F2f Retirement, LLC in Tooele, UT and has over 18 years of experience in the finance industry.
Tye Hoffmann (CRD# 3108557) is an Investment Advisor Representative working at Edward Jones in Tooele, UT and has over 25 years of experience in the finance industry.
Lance McCubbins (CRD# 3050043) is an Investment Advisor Representative working at F2f Retirement, LLC in Tooele, UT and has over 25 years of experience in the finance industry.
Matthew Patten (CRD# 6737339) is an Investment Advisor Representative working at F2f Retirement, LLC in Tooele, UT and has over 7 years of experience in the finance industry.
Thomas Walk (CRD# 6162350) is an Investment Advisor Representative working at Lpl Financial LLC in Tooele, UT and has over 9 years of experience in the finance industry.
Adam Machado (CRD# 7094436) is an Investment Advisor Representative working at Lpl Financial LLC in Tooele, UT and has over 4 years of experience in the finance industry.
Hiedie Shields (CRD# 4285977) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tooele, UT and has over 23 years of experience in the finance industry.
Kevin Larson (CRD# 4683570) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Taylorsville, UT and has over 20 years of experience in the finance industry. Kevin Larson 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.
David Adair (CRD# 2851331) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 26 years of experience in the finance industry.
Chace Adams (CRD# 6515855) is an Investment Advisor Representative working at Ignite Planners LLC in South Jordan, UT and has over 8 years of experience in the finance industry. Chace Adams 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.