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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
Sue Bowman (CRD# 4633623) is an Investment Advisor Representative working at Primerica Advisors in Brighton, CO and has over 20 years of experience in the finance industry.
Michael Boyles (CRD# 6192852) is an Investment Advisor Representative working at Edward Jones in Greeley, CO and has over 10 years of experience in the finance industry.
Samantha Bradford (CRD# 6582854) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Commerce City, CO and has over 7 years of experience in the finance industry.
James Brauer (CRD# 3127129) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 21 years of experience in the finance industry. James Brauer 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.
David Brown (CRD# 5661922) is an Investment Advisor Representative working at Lpl Financial LLC in Frederick, CO and has over 14 years of experience in the finance industry.
Kevin Campbell (CRD# 4444403) is an Investment Advisor Representative working at Focus Point Capital LLC in Dacono, CO and has over 19 years of experience in the finance industry.
William Cassidy (CRD# 4407522) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Edgewater, CO and has over 15 years of experience in the finance industry.
Lucas Cirbo (CRD# 6295416) is an Investment Advisor Representative working at Edward Jones in Greeley, CO and has over 6 years of experience in the finance industry.
Howard Cohen (CRD# 1104353) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greeley, CO and has over 39 years of experience in the finance industry.
Craig Conner (CRD# 5666085) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greeley, CO and has over 13 years of experience in the finance industry. Craig Conner 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.