Member Directory Search Results
Run a New Search:
Search Near You
James Rhead Sweeney, CFA
LEHI, UT, USA
Awarded the CFA charter on 05 October 2015
CFA Society Salt Lake
Current Employer: Switchpoint Financial Planning LLC Job Title: Financial Advisor Job Function: Financial Adviser/Planner/Wealth Manager
Financial Adviser Profile
Company Assets Under Management: < 250 million
Looking for more information about this member?
Please note that individuals may use formal names or nicknames. If you are unable to locate the person you are looking for, please contact us to be certain he/she is not listed under a different name.
Only current CFA Institute members and charterholders (those who have signed an annual Professional Conduct Statement and paid annual member dues) are included in the directory. If an individual previously earned the CFA charter but did not maintain his/her membership, they will not appear in the search results. Please contact us with any questions.
Every effort has been made to keep the information contained in this directory accurate and current, but it is provided with no warranty of any kind.