-
Distance Metro area (25 miles)
-
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
David Forbes (CRD# 1069819) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has over 29 years of experience in the finance industry. David Forbes 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.
Jonathan Forbes (CRD# 6142082) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry. Jonathan Forbes 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.
Lisa Forbes (CRD# 2183846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colorado Springs, CO and has over 32 years of experience in the finance industry.
Olivia Forde (CRD# 6513556) is an Investment Advisor Representative working at First Command Advisory Services in Colorado Springs, CO and has over 8 years of experience in the finance industry. Olivia Forde 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.
Robert Forest (CRD# 1585985) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Colorado Springs, CO and has over 21 years of experience in the finance industry.
Scott Fortney (CRD# 2166655) is an Investment Advisor Representative working at Lpl Financial LLC in Colorado Springs, CO and has over 32 years of experience in the finance industry.
Kari Francisco (CRD# 1613304) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colorado Springs, CO and has over 11 years of experience in the finance industry.
Brian Frew (CRD# 4008361) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Colorado Springs, CO and has over 23 years of experience in the finance industry.
David Fruh (CRD# 2159151) is an Investment Advisor Representative working at Commonwealth Financial Network in Colorado Springs, CO and has over 24 years of experience in the finance industry.
Anthony Gama (CRD# 6519281) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.