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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
Kimberly Davis (CRD# 4200671) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 11 years of experience in the finance industry.
Jesse Dean (CRD# 1070113) is an Investment Advisor Representative working at Vantage Point Wealth Management, LLC in Saratoga Springs, UT and has over 31 years of experience in the finance industry.
Marshall Dean (CRD# 5477075) is an Investment Advisor Representative working at Cuso Financial Services in America Fork, UT and has over 16 years of experience in the finance industry.
Sam Deaver (CRD# 6298983) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 9 years of experience in the finance industry. Sam Deaver 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.
Xavier Desforges (CRD# 6374774) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 9 years of experience in the finance industry.
Kimberly Doleman (CRD# 5121254) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 12 years of experience in the finance industry.
Nancy Donnelly (CRD# 5456033) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Payson, UT and has over 5 years of experience in the finance industry.
Robert Dowdle (CRD# 5190457) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Provo, UT and has over 17 years of experience in the finance industry.
Clark Drishinski (CRD# 5879481) is an Investment Advisor Representative working at Cashew Financial, LLC in Payson, UT and has over 12 years of experience in the finance industry.
James Duke (CRD# 5887880) is an Investment Advisor Representative working at Arbor Point Advisors in American Fork, UT and has over 12 years of experience in the finance industry.