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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 Dietz (CRD# 1236778) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Boulder, CO and has over 38 years of experience in the finance industry.
Michelle Dilallo (CRD# 6392925) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 8 years of experience in the finance industry.
Brenda Dixon (CRD# 1111985) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Boulder, CO and has over 40 years of experience in the finance industry.
Todd Doleshal (CRD# 5552997) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 15 years of experience in the finance industry. Todd Doleshal 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.
Matthew Donahue (CRD# 6006823) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boulder, CO and has over 12 years of experience in the finance industry.
Michele Duvall (CRD# 2008935) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 31 years of experience in the finance industry.
John Einberger (CRD# 4400117) is an Investment Advisor Representative working at Mutual Advantage, LLC in Boulder, CO and has 1 year of experience in the finance industry. John Einberger 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.
Robert Eldridge (CRD# 2409686) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 30 years of experience in the finance industry.
Alexander Ellingboe (CRD# 6389672) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boulder, CO and has over 9 years of experience in the finance industry.
Steven Ellis (CRD# 1706749) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 36 years of experience in the finance industry.