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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
Daniel Burris (CRD# 6916789) is an Investment Advisor Representative working at Edward Jones in Cedaredge, CO and has over 5 years of experience in the finance industry.
Merle Lynch (CRD# 500724) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedaredge, CO and has over 31 years of experience in the finance industry.
Harold Brill (CRD# 1946338) is an Investment Advisor Representative working at Natural Investments in Paonia, CO and has over 34 years of experience in the finance industry.
Renae Coffman (CRD# 5614989) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delta, CO and has over 15 years of experience in the finance industry.
Jennifer Cross (CRD# 7024020) is an Investment Advisor Representative working at Edward Jones in Delta, CO and has over 5 years of experience in the finance industry.
Kimberly Fox (CRD# 4395790) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delta, CO and has over 21 years of experience in the finance industry.
Beth French (CRD# 2858060) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Austin, CO and has over 22 years of experience in the finance industry.
Dallas Grabow (CRD# 2856438) is an Investment Advisor Representative working at Lpl Financial LLC in Delta, CO and has over 25 years of experience in the finance industry.
Toni Hanna (CRD# 3132688) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Delta, CO and has over 18 years of experience in the finance industry.
Tobias King (CRD# 5564586) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Delta, CO and has over 15 years of experience in the finance industry. Tobias King 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.