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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
Michael Mason (CRD# 2895871) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bountiful, UT and has over 26 years of experience in the finance industry.
Troy Mathews (CRD# 5893860) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Layton, UT and has over 12 years of experience in the finance industry. Troy Mathews 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.
Larry Matson (CRD# 1078881) is an Investment Advisor Representative working at Cwm, LLC in Kaysville, UT and has over 34 years of experience in the finance industry.
Gregory Maxwell (CRD# 4888310) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Farmington, UT and has over 19 years of experience in the finance industry. Gregory Maxwell 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.
Matthew McFarland (CRD# 5996548) is an Investment Advisor Representative working at Cuso Financial Services in Ogden, UT and has over 12 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.
Ronald Means (CRD# 4124604) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 24 years of experience in the finance industry.
William Merrell (CRD# 5593043) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 11 years of experience in the finance industry. William Merrell 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.
Marli Merrill (CRD# 4934574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 18 years of experience in the finance industry.
Lee Miles (CRD# 2027335) is an Investment Advisor Representative working at Lee Miles LLC in Ogden, UT and has over 34 years of experience in the finance industry. Lee Miles 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.