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Distance Only Boulder, CO
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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
Scott Herrmann (CRD# 5491176) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 16 years of experience in the finance industry. Scott Herrmann 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.
Amy Hiett (CRD# 4918172) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Boulder, CO and has over 19 years of experience in the finance industry.
Steven Higgins (CRD# 2663818) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boulder, CO and has over 28 years of experience in the finance industry.
Christopher Hill (CRD# 5526507) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 5 years of experience in the finance industry. Christopher Hill 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.
Norman Hirsch (CRD# 1001385) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 37 years of experience in the finance industry.
Peter Holland (CRD# 6397261) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 9 years of experience in the finance industry.
Melissa Hoyer (CRD# 5736614) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has 1 year of experience in the finance industry. Melissa Hoyer 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.
Debra Huttner (CRD# 6244041) is an Investment Advisor Representative working at Pearl Wealth LLC in Boulder, CO and has over 10 years of experience in the finance industry.
Jason Jachimowicz (CRD# 2419766) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boulder, CO and has over 26 years of experience in the finance industry.
Mallory Jacob (CRD# 6445157) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 8 years of experience in the finance industry.