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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
Thomas Basil (CRD# 3192909) is an Investment Advisor Representative working at Colorado Diversified Financial in Longmont, CO and has over 25 years of experience in the finance industry. Thomas Basil 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.
Alixandra Beaman (CRD# 6272877) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fort Collins, CO and has over 10 years of experience in the finance industry. Alixandra Beaman 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.
Jessica Beck (CRD# 5359710) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 13 years of experience in the finance industry. Jessica Beck 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.
Kelly Beck (CRD# 2648050) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greeley, CO and has over 5 years of experience in the finance industry.
Ryan Behm (CRD# 4757111) is an Investment Advisor Representative working at Eagle Strategies LLC in Windsor, CO and has over 19 years of experience in the finance industry.
Patrick Bell (CRD# 6574889) is an Investment Advisor Representative working at Edward Jones in Loveland, CO and has over 8 years of experience in the finance industry.
Richard Bell (CRD# 1054684) is an Investment Advisor Representative working at Park Avenue Securities LLC in Windsor, CO and has over 41 years of experience in the finance industry. Richard Bell 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.
Menan Bergman (CRD# 6536189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greeley, CO and has over 8 years of experience in the finance industry.
Kevin Best (CRD# 4075985) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greeley, CO and has 1 year of experience in the finance industry.
Gregory Betsinger (CRD# 1781692) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 26 years of experience in the finance industry.