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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
Jeffrey Meiling (CRD# 2775146) is an Investment Advisor Representative working at Lpl Financial LLC in West Jordan, UT and has over 24 years of experience in the finance industry.
Warren Reader (CRD# 1972956) is an Investment Advisor Representative working at Primerica Advisors in West Jordan, UT and has over 34 years of experience in the finance industry.
Theresa Bond (CRD# 7652461) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Layton, UT and has over 2 years of experience in the finance industry.
Dean Bowen (CRD# 4610974) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Jordan, UT and has over 21 years of experience in the finance industry.
Vincent Campo (CRD# 7035280) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Jordan, UT and has over 5 years of experience in the finance industry.
Vanessa Gonzalez-Marquez (CRD# 7001300) is an Investment Advisor Representative working at Lpl Financial LLC in West Jordan, UT and has 1 year of experience in the finance industry.
Joseph Laurella (CRD# 6314624) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Jordan, UT and has 1 year of experience in the finance industry.
Kristopher Wilson (CRD# 7652465) is an Investment Advisor Representative working at Simple Financial, LLC in West Jordan, UT and has 1 year 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.
Paul Winter (CRD# 1870699) is an Investment Advisor Representative working at Five Seasons Financial Planning LLC in Slc, UT and has over 35 years of experience in the finance industry. Paul Winter 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.