-
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
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.
Robert Welsh (CRD# 4082702) is an Investment Advisor Representative working at Avantax Advisory Services in Eagle, CO and has over 6 years of experience in the finance industry. Robert Welsh 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.
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.
Bradley Zanin (CRD# 4369863) is an Investment Advisor Representative working at Aspen Financial Solutions, LLC in Snowmass, CO and has over 9 years of experience in the finance industry.
Jonathan Berstein (CRD# 1872134) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Edwards, CO and has over 29 years of experience in the finance industry.
Benjamin Dodd (CRD# 7666810) is an Investment Advisor Representative working at Edward Jones in Eagle, CO and has 1 year of experience in the finance industry.
Mark Eaton (CRD# 4382771) is an Investment Advisor Representative working at Edward Jones in Eagle, CO and has over 15 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.