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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
Bradley Lindeberg (CRD# 7764577) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has 1 year of experience in the finance industry.
Beulah Messick (CRD# 7702359) is an Investment Advisor Representative working at A2resources LLC in Arvada, CO and has 1 year of experience in the finance industry.
James Mosley (CRD# 5430481) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arvada, CO and has over 13 years of experience in the finance industry.
Joshua Mountjoy (CRD# 7178188) is an Investment Advisor Representative working at Edward Jones in Arvada, CO and has over 4 years of experience in the finance industry.
Patrick O'connell (CRD# 5316178) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Arvada, CO and has over 16 years of experience in the finance industry.
Ian Odya (CRD# 6069673) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arvada, CO and has over 3 years of experience in the finance industry.
Sara Roy (CRD# 4947133) is an Investment Advisor Representative working at Edward Jones in Arvada, CO and has over 16 years of experience in the finance industry. Sara Roy 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.
James Spiers (CRD# 4445728) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Arvada, CO and has over 4 years of experience in the finance industry.
David Sprague (CRD# 2237195) is an Investment Advisor Representative working at Lpl Financial LLC in Arvada, CO and has over 31 years of experience in the finance industry.
Michael Sutton (CRD# 7829032) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arvada, CO and has 1 year of experience in the finance industry.