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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
Richard Lawrence (CRD# 1751936) is an Investment Advisor Representative working at Lawrence Wealth Management in Dillon, CO and has over 34 years of experience in the finance industry.
David Mertens (CRD# 1070500) is an Investment Advisor Representative working at Qsv Equity Investors LLC in Vail, CO and has over 37 years of experience in the finance industry.
Emily Messegee (CRD# 5381577) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 11 years of experience in the finance industry. Emily Messegee 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.
Gabrielle Mollick (CRD# 6716101) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 5 years of experience in the finance industry. Gabrielle Mollick 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.
Scott Molt (CRD# 1472212) is an Investment Advisor Representative working at Wells Fargo Advisors in Avon, CO and has over 38 years of experience in the finance industry.
Bich Nguyen (CRD# 6883027) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, CO and has over 6 years of experience in the finance industry.
Mark Nunn (CRD# 814070) is an Investment Advisor Representative working at Edward Jones in Frisco, CO and has over 39 years of experience in the finance industry.
Matthew Otto (CRD# 2651682) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vail, CO and has over 28 years of experience in the finance industry. Matthew Otto 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.
Bo Pihl (CRD# 4612356) is an Investment Advisor Representative working at Orographic Financial Advisors in Avon, CO and has over 17 years of experience in the finance industry. Bo Pihl 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.
Andria Pyn (CRD# 6639890) is an Investment Advisor Representative working at Zidel Financial Inc. in Breckenridge, CO and has over 6 years of experience in the finance industry.