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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
Eric Barr (CRD# 2553965) is an Investment Advisor Representative working at Geowealth Management LLC in Boulder, CO and has over 29 years of experience in the finance industry.
Thomas Basil (CRD# 3192909) is an Investment Advisor Representative working at Colorado Diversified Financial in Longmont, CO and has over 25 years of experience in the finance industry. Thomas Basil 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.
Jack Bayliss (CRD# 2928926) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has over 26 years of experience in the finance industry.
Jessica Beck (CRD# 5359710) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 13 years of experience in the finance industry. Jessica Beck 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.
Gary Bedford (CRD# 1290015) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boulder, CO and has over 39 years of experience in the finance industry.
Lily Beitel-Horton (CRD# 6303481) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 9 years of experience in the finance industry. Lily Beitel-Horton 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.
Meagan Belford (CRD# 6585210) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 7 years of experience in the finance industry.
Noel Bennett (CRD# 4359632) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.
Daniel Bereck (CRD# 1231992) is an Investment Advisor Representative working at Financial Consulting Associates in Boulder, CO and has over 40 years of experience in the finance industry. Daniel Bereck 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.
Alyssa Bergsma (CRD# 6371143) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 6 years of experience in the finance industry.