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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
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.
Matthew Byrne (CRD# 5612077) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 15 years of experience in the finance industry.
Corrin Campbell (CRD# 856450) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boulder, CO and has over 43 years of experience in the finance industry. Corrin Campbell 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.
John Carlson (CRD# 1435067) is an Investment Advisor Representative working at Epic Investment Management in Boulder, CO and has over 38 years of experience in the finance industry.
Meredith Carlton (CRD# 5574355) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 15 years of experience in the finance industry.
Tami Carroll (CRD# 5333353) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 13 years of experience in the finance industry. Tami Carroll 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.
Gregory Casals (CRD# 2160891) is an Investment Advisor Representative working at Black Swift Group in Denver, CO and has over 20 years of experience in the finance industry.
Dennis Channer (CRD# 1644005) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has over 33 years of experience in the finance industry. Dennis Channer 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.
Joseph Chrisman (CRD# 5654972) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Boulder, CO and has 1 year of experience in the finance industry.
Heather Church (CRD# 4393292) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 21 years of experience in the finance industry. Heather Church 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.