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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
Grady Boles (CRD# 1055693) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 40 years of experience in the finance industry. Grady Boles 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.
Aaron Bongard (CRD# 4997338) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has over 18 years of experience in the finance industry.
Daniel Bound (CRD# 4451492) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boulder, CO and has over 22 years of experience in the finance industry.
Lindsey Boyd (CRD# 6722547) is an Investment Advisor Representative working at Morgan Stanley in Boulder, CO and has over 5 years of experience in the finance industry.
Michael Brady (CRD# 2167860) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boulder, CO and has over 32 years of experience in the finance industry.
Peter Braun (CRD# 2287777) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 31 years of experience in the finance industry.
Charles Breuch (CRD# 2730710) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Boulder, CO and has over 28 years of experience in the finance industry. Charles Breuch 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.
Erika Briggs (CRD# 3072180) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 22 years of experience in the finance industry.
Jimmy Burton (CRD# 4435616) is an Investment Advisor Representative working at Business Financial Strategies, Ltd. in Boulder, CO and has 1 year of experience in the finance industry. Jimmy Burton 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 Butler (CRD# 5656063) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 14 years of experience in the finance industry.