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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
Brian Dow (CRD# 6509981) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Rifle, CO and has over 8 years of experience in the finance industry.
James Finkle (CRD# 1497873) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rifle, CO and has over 19 years of experience in the finance industry.
Pierre Follari (CRD# 2336453) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Basalt, CO and has over 30 years of experience in the finance industry.
Blaine Franklin (CRD# 3160046) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rifle, CO and has over 25 years of experience in the finance industry.
Martin Knous (CRD# 7056912) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has over 5 years of experience in the finance industry. Martin Knous 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.
Steven Knous (CRD# 4433880) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has 1 year of experience in the finance industry.
Brian Littlejohn (CRD# 5895687) is an Investment Advisor Representative working at Sherwood Investment Management in Petaluma, CA and has 10 years of experience in the finance industry. Brian 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 putclients' interests first and comply with the Financial Planning Practice Standards....
Michelle Martinez (CRD# 2952571) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gypsum, CO and has over 26 years of experience in the finance industry. Michelle Martinez 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 Owings (CRD# 5632831) is an Investment Advisor Representative working at M. Austin Investments in Carbondale, CO and has over 11 years of experience in the finance industry.