ca****@lp****.com & No phone number available.

Afc Caleb Mercier

Accredited Financial Counselor and paraplanner with experience in comprehensive financial planning and case preparation. CFP candidate with an... | Provo, Utah, United States

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Afc Caleb Mercier’s Emails ca****@lp****.com

Afc Caleb Mercier’s Phone Numbers No phone number available.

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Afc Caleb Mercier’s Location Provo, Utah, United States

Afc Caleb Mercier’s Expertise Accredited Financial Counselor and paraplanner with experience in comprehensive financial planning and case preparation. CFP candidate with an exam date set for July 2023.

Afc Caleb Mercier’s Current Industry Lpl Financial

Afc Caleb Mercier’s Prior Industry
Achieve Today | Uvu Money Management Resource Center | Deseret Mutual Benefit Administrators | Axio Wealth Management | Lpl Financial

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Work Experience

Lpl Financial

Paraplanner

Thu Jun 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Axio Wealth Management

Client Service Specialist/Paraplanner

Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Deseret Mutual Benefit Administrators

Financial Planning Intern

Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Uvu Money Management Resource Center

Financial Coach

Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Achieve Today

Consultative Sales Specialist

Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Afc Caleb Mercier Email Addresses

ca****@lp****.com Work Email

ca****@lp****.com Personal Email

am****@dm****.com Personal Email

FAQ About Afc Caleb Mercier

Afc Caleb Mercier is located at
Provo, Utah, United States

Afc Caleb Mercier is a
Accredited Financial Counselor and paraplanner with experience in comprehensive financial planning and case preparation. CFP candidate with an exam date set for July 2023. Lpl Financial

Afc Caleb Mercier currently works in the
Lpl Financial

Afc Caleb Mercier specializes in
Accredited Financial Counselor and paraplanner with experience in comprehensive financial planning and case preparation. CFP candidate with an exam date set for July 2023.

Afc Caleb Mercier speaks the following languages:
No languages available.

Afc Caleb Mercier has prior experience in the following industries:
Axio Wealth Management , Deseret Mutual Benefit Administrators , Uvu Money Management Resource Center , Achieve Today

Afc Caleb Mercier has the following professional experience:
Lpl Financial , Axio Wealth Management , Deseret Mutual Benefit Administrators , Uvu Money Management Resource Center , Achieve Today .