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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
Colleen Walsh (CRD# 5400613) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 16 years of experience in the finance industry.
David Weimer (CRD# 2818016) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Glenwood Springs, CO and has over 27 years of experience in the finance industry.
Robert Welsh (CRD# 4082702) is an Investment Advisor Representative working at Avantax Advisory Services in Eagle, CO and has over 6 years of experience in the finance industry. Robert Welsh 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.
Charles Wick (CRD# 4451150) is an Investment Advisor Representative working at Edward Jones in Gypsum, CO and has over 22 years of experience in the finance industry.
Cameron Williams (CRD# 1611438) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Glenwood Springs, CO and has over 37 years of experience in the finance industry. Cameron Williams 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.
Bradley Zanin (CRD# 4369863) is an Investment Advisor Representative working at Aspen Financial Solutions, LLC in Snowmass, CO and has over 10 years of experience in the finance industry.
Sam Beritela (CRD# 6043738) is an Investment Advisor Representative working at Sunlight Peaks Financial Partners, LLC in Glenwood Springs, CO and has 1 year of experience in the finance industry.
Brian Brady (CRD# 7400479) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.
Kim Brown (CRD# 7458614) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.
Britton Deford (CRD# 7622213) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Glenwood Springs, CO and has 1 year of experience in the finance industry.