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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
Donald Tapp (CRD# 4554286) is an Investment Advisor Representative working at Avantax Advisory Services in Glenwood Springs, CO and has over 21 years of experience in the finance industry.
Brian Thomas (CRD# 7047807) is an Investment Advisor Representative working at Edward Jones in Carbondale, CO and has over 5 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.
William Verity (CRD# 1426080) is an Investment Advisor Representative working at Verity Investment Partners in Edwards, CO and has over 22 years of experience in the finance industry.
Colleen Walsh (CRD# 5400613) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 16 years of experience in the finance industry.
David Weimer (CRD# 2818016) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Glenwood Springs, CO and has over 27 years of experience in the finance industry.
Robert Welsh (CRD# 4082702) is an Investment Advisor Representative working at Avantax Advisory Services in Eagle, CO and has over 6 years of experience in the finance industry. Robert Welsh 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.
Charles Wick (CRD# 4451150) is an Investment Advisor Representative working at Edward Jones in Gypsum, CO and has over 22 years of experience in the finance industry.
Cameron Williams (CRD# 1611438) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Glenwood Springs, CO and has over 37 years of experience in the finance industry. Cameron Williams 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.
Jody Wilson (CRD# 4483236) is an Investment Advisor Representative working at Summit Global Investments, LLC in Carbondale, CO and has over 22 years of experience in the finance industry.