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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
Robert Crockett (CRD# 5917057) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Layton, UT and has over 12 years of experience in the finance industry.
Boyd Curtis (CRD# 4011771) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 24 years of experience in the finance industry.
Jordan Curtis (CRD# 4986593) is an Investment Advisor Representative working at Lpl Financial LLC in Woods Cross, UT and has over 18 years of experience in the finance industry.
Jared Davis (CRD# 4861741) is an Investment Advisor Representative working at Edward Jones in Layton, UT and has over 12 years of experience in the finance industry.
Steven Davis (CRD# 1890984) is an Investment Advisor Representative working at Avantax Advisory Services in Ogden, UT and has over 35 years of experience in the finance industry. Steven Davis 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.
Lara Deppe (CRD# 6210171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 10 years of experience in the finance industry.
Jed Dewsnup (CRD# 5110884) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Centerville, UT and has over 17 years of experience in the finance industry.
Kelly Dobson (CRD# 7063764) is an Investment Advisor Representative working at Edward Jones in Layton, UT and has over 4 years of experience in the finance industry.
William Draper (CRD# 4907513) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 19 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.