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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
Steven Thompson (CRD# 4235625) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Avon, CO and has over 22 years of experience in the finance industry. Steven Thompson 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.
Tracy Tutag (CRD# 4507476) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 21 years of experience in the finance industry. Tracy Tutag 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 Verity (CRD# 1426080) is an Investment Advisor Representative working at Verity Investment Partners in Edwards, CO and has over 22 years of experience in the finance industry.
Charles Wick (CRD# 4451150) is an Investment Advisor Representative working at Edward Jones in Gypsum, CO and has over 22 years of experience in the finance industry.
Jody Wilson (CRD# 4483236) is an Investment Advisor Representative working at Summit Global Investments, LLC in Carbondale, CO and has over 22 years of experience in the finance industry.
Bradley Zanin (CRD# 4369863) is an Investment Advisor Representative working at Aspen Financial Solutions, LLC in Snowmass, CO and has over 10 years of experience in the finance industry.
Jonathan Berstein (CRD# 1872134) is an Investment Advisor Representative working at Wells Fargo Advisors in Edwards, CO and has over 29 years of experience in the finance industry.
Lindsay Erickson (CRD# 7325737) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vail, CO and has 1 year of experience in the finance industry.
Andrea Gurule (CRD# 6482384) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.
Peter Klingsmith (CRD# 5700165) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.