Bio
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Topline AI
Don Wiscomb is a seasoned financial professional with over 21 years of experience in wealth management, spanning roles at Morgan Stanley, Salomon Smith Barney, Crown Capital Securities, and Dynamic Wealth Advisors.
Experience
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Wealth Manager
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Mar 2018 - Present
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Crown Capital Securities, L.P.
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Greater Salt Lake City Area
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Sr. Vp Wealth Management Advisor
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Jul 2009 - Oct 2017
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Greater Salt Lake City Area
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Salomon Smith Barney Holdings Inc. (NYSE: SB)
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Salt Lake City, Utah
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Senior Wealth Advisor
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Nov 2003 - Apr 2009
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Salt Lake City, Utah
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Morgan Stanley
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Greater Salt Lake City Area
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Senior Financial Advisor
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Oct 1983 - Nov 2004
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Greater Salt Lake City Area
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services.”
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References
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