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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
Charles Dunn (CRD# 4645008) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 21 years of experience in the finance industry.
Tyler Endsley (CRD# 4573477) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Saratoga Springs, UT and has over 21 years of experience in the finance industry.
Ryan Ericksen (CRD# 4396284) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Provo, UT and has over 22 years of experience in the finance industry.
Brett Evert (CRD# 6865931) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 6 years of experience in the finance industry.
Paul Ewell (CRD# 2985150) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 26 years of experience in the finance industry.
Travis Ewell (CRD# 3023545) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Provo, UT and has over 26 years of experience in the finance industry.
Bradley Ferney (CRD# 4161365) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 23 years of experience in the finance industry.
James Ferrin (CRD# 1032934) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasant Grove, UT and has over 42 years of experience in the finance industry. James Ferrin 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.
Joshua Flade (CRD# 5962068) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 5 years of experience in the finance industry.
Michael Folker (CRD# 6222428) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 10 years of experience in the finance industry.