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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
Michelle Dilallo (CRD# 6392925) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 8 years of experience in the finance industry.
Kelly Dirks (CRD# 5885560) is an Investment Advisor Representative working at Primerica Advisors in Longmont, CO and has over 11 years of experience in the finance industry.
Brenda Dixon (CRD# 1111985) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Boulder, CO and has over 40 years of experience in the finance industry.
Carol Dixon (CRD# 2187254) is an Investment Advisor Representative working at Avantax Advisory Services in Longmont, CO and has over 25 years of experience in the finance industry.
Todd Doleshal (CRD# 5552997) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 15 years of experience in the finance industry. Todd Doleshal 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.
Matthew Donahue (CRD# 6006823) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boulder, CO and has over 12 years of experience in the finance industry.
Donald Dority (CRD# 6406610) is an Investment Advisor Representative working at Narrow Path Financial Inc. in Fort Collins, CO and has 1 year of experience in the finance industry. Donald Dority 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.
Timothy Doud (CRD# 5677960) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Fort Collins, CO and has over 14 years of experience in the finance industry.
Patrick Dowlin (CRD# 2062073) is an Investment Advisor Representative working at Lpl Financial LLC in Longmont, CO and has over 31 years of experience in the finance industry. Patrick Dowlin 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.
Jenny Dudrey (CRD# 2810072) is an Investment Advisor Representative working at Platte River Wealth Advisors, LLC in Louisville, CO and has over 21 years of experience in the finance industry.