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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
Lincoln Anderson (CRD# 7296943) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 3 years of experience in the finance industry.
Ashley Dejulio (CRD# 6926000) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 3 years of experience in the finance industry.
Todd Heasty (CRD# 7346090) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 2 years of experience in the finance industry.
Lacy Henry (CRD# 7158314) is an Investment Advisor Representative working at Edward Jones in Gunnison, CO and has 1 year of experience in the finance industry.
Kyle Kyburz (CRD# 7070391) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 4 years of experience in the finance industry.
Tracy Adamczyk (CRD# 1099588) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crested Butte, CO and has over 18 years of experience in the finance industry.
Joseph Currier (CRD# 715423) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Crested Butte, CO and has over 43 years of experience in the finance industry.
Scott Duncan (CRD# 841620) is an Investment Advisor Representative working at Captrust in Crested Butte, CO and has over 39 years of experience in the finance industry. Scott Duncan 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.
Christy Kong-Eaton (CRD# 4908230) is an Investment Advisor Representative working at Red Lady Capital Management, LLC in Crested Butte, CO and has over 18 years of experience in the finance industry.
John Pulliam (CRD# 2224237) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Crested Blutte, CO and has over 32 years of experience in the finance industry.