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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
Erick Egender (CRD# 3178670) is an Investment Advisor Representative working at Cedar Partners, Ltd in Englewood, CO and has over 15 years of experience in the finance industry.
Rex Emery (CRD# 4739051) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 20 years of experience in the finance industry. Rex Emery 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 Emmanuel (CRD# 1450661) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Englewood, CO and has over 31 years of experience in the finance industry.
Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success. In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc. He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001. In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.
Born and raised in Diller, Nebraska,...
David Estabrook (CRD# 4656912) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Englewood, CO and has over 20 years of experience in the finance industry. David Estabrook 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.
James Etten (CRD# 3182628) is an Investment Advisor Representative working at Copper River Advisors LLC in Englewood, CO and has over 24 years of experience in the finance industry.
Gregory Farrell (CRD# 2604821) is an Investment Advisor Representative working at Avantax Advisory Services in Englewood, CO and has over 11 years of experience in the finance industry.
William Farris (CRD# 5728520) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Englewood, CO and has over 10 years of experience in the finance industry.
Andrew Feldman (CRD# 4991249) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 14 years of experience in the finance industry.
Marlow Felton (CRD# 4784040) is an Investment Advisor Representative working at Summit Global Investments, LLC in Englewood, CO and has over 19 years of experience in the finance industry.