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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
Jorin Bale (CRD# 4670013) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 20 years of experience in the finance industry. Jorin Bale 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.
Michael Banks (CRD# 1446951) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boulder, CO and has over 38 years of experience in the finance industry.
Darina Barciak (CRD# 4698582) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 20 years of experience in the finance industry.
Adam Barnai is the owner and registered investment advisor representative of Barnai Asset Management LLC. Adam passed the Uniform Investment Advisor Law Exam in 2014 and began building the foundation for his investment advisory firm. In May of 2015, Barnai Asset Management LLC became a registered firm in the state of Colorado.
His passion for the financial markets and stock investing began in 2000. He quickly realized the financial potential of being an astute investor as well as the vast amount of knowledge and experience required to become such an investor. Over the next 15 years Adam spent...
Timothy Barnett (CRD# 2815368) is an Investment Advisor Representative working at Caledonia Wealth Management, Ltd. in Boulder, CO and has over 23 years of experience in the finance industry.
Eric Barr (CRD# 2553965) is an Investment Advisor Representative working at Geowealth Management LLC in Boulder, CO and has over 29 years of experience in the finance industry.
Jack Bayliss (CRD# 2928926) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has over 26 years of experience in the finance industry.
Gary Bedford (CRD# 1290015) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boulder, CO and has over 39 years of experience in the finance industry.
Lily Beitel-Horton (CRD# 6303481) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 9 years of experience in the finance industry. Lily Beitel-Horton 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.
Meagan Belford (CRD# 6585210) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 7 years of experience in the finance industry.