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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
Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 25 years of experience in the finance industry. Richard Weintraub 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.
Richard Anderson (CRD# 6968483) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has over 5 years of experience in the finance industry.
Neha Anjaria (CRD# 6009438) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 10 years of experience in the finance industry.
Joshua Asa (CRD# 6613418) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boulder, CO and has over 5 years of experience in the finance industry.
Gary Babbitt (CRD# 2246370) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has over 10 years of experience in the finance industry.
Elias Bachmann (CRD# 4969156)
Elias joined the firm in late 2009 as an Investment Advisor. Prior to joining the firm he helped manage a discretionary equity and fixed income portfolio for the clients of a wealth management team at Wells Fargo Advisors. At BSW Wealth Partners he oversees the firm’s direct real estate investing activities, manages client portfolios, and is a member of the firm’s investment committee.
Elias completed both his Bachelors and MBA degrees at the University of Colorado in Boulder. While completing his MBA, he and his team won the Business Plan Competition at the Leeds...
Edgar Bachrach (CRD# 2840161) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 27 years of experience in the finance industry.
Caryl Baker (CRD# 6238808) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Boulder, CO and has over 7 years of experience in the finance industry.
Melissa Baldwin (CRD# 5324723) is an Investment Advisor Representative working at Financial Steward Associates, LLC in Boulder, CO and has over 16 years of experience in the finance industry.
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.