-
Distance Only Castle Rock, CO
-
COMPENSATION Either
-
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
Jeffrey Pasternak (CRD# 4705677) is an Investment Advisor Representative working at Lpl Financial LLC in Castle Rock, CO and has over 20 years of experience in the finance industry.
Eric Patton (CRD# 5136912) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 17 years of experience in the finance industry.
John Pistilli (CRD# 2632794) is an Investment Advisor Representative working at Forecast Capital Management in Castle Rock, CO and has over 28 years of experience in the finance industry.
James Rand (CRD# 4976681) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Castle Rock, CO and has over 18 years of experience in the finance industry. James Rand 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 Rhee (CRD# 5350255) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Castle Rock, CO and has over 16 years of experience in the finance industry.
Beth Richardson (CRD# 2056964) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Castle Rock, CO and has over 33 years of experience in the finance industry. Beth Richardson 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.
Michael Riedmuller (CRD# 5798895) is an Investment Advisor Representative working at Edward Jones in Castle Rock, CO and has over 13 years of experience in the finance industry.
Thomas Samuelson (CRD# 2714599) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Castle Rock, CO and has 1 year of experience in the finance industry.
Mark Shively (CRD# 1688769) is an Investment Advisor Representative working at Mark P. Shively in Castle Rock, CO and has over 36 years of experience in the finance industry.
Roy Straub (CRD# 721401) is an Investment Advisor Representative working at Lpl Financial LLC in Castle Rock, CO and has over 27 years of experience in the finance industry. Roy Straub 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.