Deborah Birch (CRD# 4043371) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Glenwood Springs, CO and has over 24 years of experience in the finance industry. Deborah Birch 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.
CRD# 5295673
Edward Jones
CRD# 1702479
Tcfg Investment Advisors, LLC
CRD# 2293685
Antunes International Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2020 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2020 - Current | 3 |
| 1315 Grand, LLC | Glenwood Springs, CO | Sep 1987 - Current | 36 |
| Avantax Insurance Agency, LLC | Glenwood Springs, CO | Sep 2017 - Dec 2020 | 3 |
| Avantax Advisory Services | Glenwood Springs, CO | Jun 2009 - Dec 2020 | 11 |
| Avantax Investment Services, Inc. | Glenwood Springs, CO | Dec 2004 - Dec 2020 | 16 |
| H & R Block | Glenwood Springs, CO | Jan 1986 - Oct 2015 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
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