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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
Robert Cribbs (CRD# 5052355) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 18 years of experience in the finance industry.
Matthew Danaher (CRD# 6794514) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boulder, CO and has over 6 years of experience in the finance industry.
Blair Daniel (CRD# 7066378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 4 years of experience in the finance industry.
Luke Daniel (CRD# 4280805) is an Investment Advisor Representative working at Lido in Boulder, CO and has over 23 years of experience in the finance industry. Luke Daniel 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.
David Darmour (CRD# 2382704) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has over 30 years of experience in the finance industry. David Darmour 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.
Isaac Daugherty (CRD# 6341181) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boulder, CO and has over 9 years of experience in the finance industry.
Eric Davis (CRD# 6065115)
Eric is an Advisor at BSW Wealth Partners where he supports both the advisory team and the investment group through diligent analysis and dedicated service to clients.
Prior to joining BSW, he worked as a financial analyst with investment firm, Janus Capital Group and also spent time as an investment banking analyst with Petrie Partners, an oil and gas focused investment bank. Eric then spent a year in southern Spain fulfilling his entrepreneurial itch by starting a craft-beer brewery.
Eric competed for the University of Colorado NCAA ski team and spends most...
Shakti Davis (CRD# 7041836) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has over 5 years of experience in the finance industry.
James Dawson (CRD# 3161514) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boulder, CO and has over 25 years of experience in the finance industry. James Dawson 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.
David Day (CRD# 6429357) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Boulder, CO and has over 9 years of experience in the finance industry. David Day 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.