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Distance Only Colorado Springs, 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
James Boudreau (CRD# 4455080) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Colorado Springs, CO and has over 22 years of experience in the finance industry.
Jeffrey Bowling (CRD# 6060560) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Colorado Springs, CO and has over 11 years of experience in the finance industry.
Rena Breeding (CRD# 1852088) is an Investment Advisor Representative working at Abundant Capital Strategies LLC in Colorado Springs, CO and has over 25 years of experience in the finance industry.
Peter Breidt (CRD# 6646413) is an Investment Advisor Representative working at Tradeway in Colorado Springs, CO and has over 7 years of experience in the finance industry.
Jerrad Bridgmon (CRD# 5289945) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Colorado Springs, CO and has over 16 years of experience in the finance industry. Jerrad Bridgmon 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 Briggs (CRD# 5087119) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Colorado Springs, CO and has over 16 years of experience in the finance industry.
Theresa Brock (CRD# 5481762) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.
Mary Brooks (CRD# 1774304) is an Investment Advisor Representative working at Brooks Financial Planning in Colorado Springs, CO and has over 34 years of experience in the finance industry. Mary Brooks 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.
Brandon Brown (CRD# 3075265) is an Investment Advisor Representative working at D.a. Davidson & Company in Colorado Springs, CO and has over 25 years of experience in the finance industry.
Curtis C. Brown (CRD# 1087724) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Colorado Springs, CO and has over 41 years of experience in the finance industry.