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Distance Only Centennial, 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
John Logan (CRD# 1195732) is an Investment Advisor Representative working at Eagle Strategies LLC in Centennial, CO and has 1 year of experience in the finance industry. John Logan 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.
Brian Loiseau (CRD# 3215821) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centennial, CO and has over 25 years of experience in the finance industry.
Lawrence Lotwin (CRD# 1421601) is an Investment Advisor Representative working at Ux Wealth Partners LLC in Centennial, CO and has over 38 years of experience in the finance industry.
Donald Loyd (CRD# 1678089) is an Investment Advisor Representative working at Loyd Financial Management Inc. in Centennial, CO and has over 36 years of experience in the finance industry. Donald Loyd 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.
William Magnusson (CRD# 2846043) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Centennial, CO and has over 27 years of experience in the finance industry. William Magnusson 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.
David Mannaioni (CRD# 3009569) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Centennial, CO and has over 23 years of experience in the finance industry. David Mannaioni 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.
Randall Mason (CRD# 1758777) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Centennial, CO and has over 34 years of experience in the finance industry.
Colin McCoy (CRD# 2202337) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Centennial, CO and has over 32 years of experience in the finance industry.
Joy McDonald (CRD# 6313163) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Centennial, CO and has over 9 years of experience in the finance industry.
Kent McGlincy (CRD# 5652569) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Centennial, CO and has over 15 years of experience in the finance industry.