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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
Clark Taylor (CRD# 4261299) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 23 years of experience in the finance industry.
Amy Terry (CRD# 6148328) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Saint George, UT and has over 7 years of experience in the finance industry.
Brian Turner (CRD# 2950029) is an Investment Advisor Representative working at Facet in Enterprise, UT and has over 26 years of experience in the finance industry. Brian Turner 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.
Thomas Uber (CRD# 1012313) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Ivins, UT and has over 42 years of experience in the finance industry.
Travis Vongsawad (CRD# 5530563) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Saint George, UT and has over 14 years of experience in the finance industry.
Tyson Wakley (CRD# 5908212) is an Investment Advisor Representative working at The Norden Group LLC in Saint George, UT and has over 12 years of experience in the finance industry.
William Wallace (CRD# 1706248) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has 1 year of experience in the finance industry.
Danny Webb (CRD# 3256513) is an Investment Advisor Representative working at My Investment Advisor, Inc. in Saint George, UT and has over 24 years of experience in the finance industry.
Lester West (CRD# 2246265) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint George, UT and has over 31 years of experience in the finance industry.
Tyler Wilkinson (CRD# 2768116) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 27 years of experience in the finance industry.