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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
Marguerite Maxwell (CRD# 4218408) is an Investment Advisor Representative working at Lpl Financial LLC in Evergreen, CO and has over 22 years of experience in the finance industry.
Mark McCulloch (CRD# 3042523) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Evergreen, CO and has over 25 years of experience in the finance industry.
Jody McNerney (CRD# 4269229) is an Investment Advisor Representative working at Lpl Financial LLC in Evergreen, CO and has over 9 years of experience in the finance industry.
Lance Paulson (CRD# 4732405) is an Investment Advisor Representative working at Wells Fargo Advisors in Evergreen, CO and has over 20 years of experience in the finance industry.
Joshua Rigden (CRD# 5588631) is an Investment Advisor Representative working at Risemint in Evergreen, CO and has over 15 years of experience in the finance industry. Joshua Rigden 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.
Eric Scheimer (CRD# 2832506) is an Investment Advisor Representative working at Lpl Financial LLC in Evergreen, CO and has over 27 years of experience in the finance industry.
Bartlett Snyder (CRD# 5434684) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Denver, CO and has over 16 years of experience in the finance industry.
Patricia Sorensen (CRD# 1201285) is an Investment Advisor Representative working at Sorensen Financial Management in Evergreen, CO and has over 39 years of experience in the finance industry.
Linda Towe (CRD# 2545511) is an Investment Advisor Representative working at Heritage Planning & Investing Services, LLC in Evergreen, CO and has over 24 years of experience in the finance industry.
Bruce Vermeulen (CRD# 1031153) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Evergreen, CO and has over 37 years of experience in the finance industry.