-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Andersen (CRD# 2646200) is an Investment Advisor Representative working at Trek Financial in West Haven, UT and has over 28 years of experience in the finance industry.
James Andersen (CRD# 7001766) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Farmington, UT and has over 5 years of experience in the finance industry.
Tamara Anton (CRD# 7039517) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salt Lake City, UT and has over 5 years of experience in the finance industry.
James Aoki (CRD# 1524697) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, UT and has over 25 years of experience in the finance industry.
Kenneth Applegate (CRD# 4579677) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has 1 year of experience in the finance industry.
Douglas Arnell (CRD# 5265267) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 17 years of experience in the finance industry.
Brianne Aune (CRD# 4964851) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salt Lake City, UT and has over 16 years of experience in the finance industry.
Mikal Aune (CRD# 5139564) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry. Mikal Aune 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.
Russell Baird (CRD# 5610779) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Bryan Ball (CRD# 5626790) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Salt Lake City, UT and has over 14 years of experience in the finance industry.