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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
James Elliott (CRD# 6714261) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 7 years of experience in the finance industry.
Shane Fleury (CRD# 4837994) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 12 years of experience in the finance industry.
Pierre Follari (CRD# 2336453) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Basalt, CO and has over 30 years of experience in the finance industry.
Thomas Hatfield (CRD# 2868599) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Meredith, CO and has over 26 years of experience in the finance industry.
Bret Hooper (CRD# 2277950) is an Investment Advisor Representative working at Edward Jones in Avon, CO and has over 8 years of experience in the finance industry.
Victor Hoyos (CRD# 1397713) is an Investment Advisor Representative working at Prosper Capital Corp in Vail, CO and has over 38 years of experience in the finance industry.
Adam Joice (CRD# 7061929) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 5 years of experience in the finance industry. Adam Joice 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.
Susan Kasser (CRD# 3174456) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Avon, CO and has over 9 years of experience in the finance industry.
Jeffrey Kirwood (CRD# 5950168) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 12 years of experience in the finance industry.
Martin Knous (CRD# 7056912) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has over 5 years of experience in the finance industry. Martin Knous 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.