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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
Scott Wingfield (CRD# 5769543) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, CO and has over 13 years of experience in the finance industry.
Shawn Moore (CRD# 5036431) is an Investment Advisor Representative working at Rockefeller Capital Management in Erie, CO and has over 18 years of experience in the finance industry.
MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management that includes personalized, in-depth financial planning, discretionary investment management, and proactive tax strategy and preparation.
MARGIN exists to help our clients simplify their lives so they can have more time and space (MARGIN) to focus on what's really important.
We serve clients locally in Denver, CO, throughout the United States, and global citizens throughout the world.
What investment and financial planning services do you provide?
- Financial Vision, Cash Flow Planning, and Net...
Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest....
Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 25 years of experience in the finance industry. Richard Weintraub 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.
Alice Abdalian (CRD# 2520368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 26 years of experience in the finance industry.
Akasha Absher (CRD# 4675577) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 20 years of experience in the finance industry.
Eric Adams (CRD# 5375609) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 10 years of experience in the finance industry.
Joseph Adams (CRD# 3142430) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Denver, CO and has 1 year of experience in the finance industry.