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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
Bich Nguyen (CRD# 6883027) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, CO and has over 5 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.
Chad Robinson (CRD# 5371912) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, CO and has over 15 years of experience in the finance industry.
Mark Schneider (CRD# 1893502) is an Investment Advisor Representative working at Principal Securities, Inc. in Frisco, CO and has over 35 years of experience in the finance industry.
David Sherlock (CRD# 3240354) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, CO and has over 24 years of experience in the finance industry.
Charles Smallwood (CRD# 6244281) is an Investment Advisor Representative working at Edward Jones in Eagle, CO and has over 9 years of experience in the finance industry.
Steven Smith (CRD# 4400154) is an Investment Advisor Representative working at Rightpath Investments & Financial Planning, Inc. in Frisco, CO and has over 22 years of experience in the finance industry. Steven Smith 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.
Arthur Spiller (CRD# 2231297) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Silverthorne, CO and has over 31 years of experience in the finance industry.
Tracy Tutag (CRD# 4507476) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 21 years of experience in the finance industry. Tracy Tutag 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.