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Distance Only Lafayette, CO
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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
Michael Lunsford (CRD# 4715244) is an Investment Advisor Representative working at Lunsford Financial Planning, Inc. in Lafayette, CO and has over 20 years of experience in the finance industry. Michael Lunsford 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.
Shannon Lynch (CRD# 5858982) is an Investment Advisor Representative working at Compound Planning in Lafayette, CO and has over 12 years of experience in the finance industry. Shannon Lynch 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.
Robert Moore (CRD# 1624201) is an Investment Advisor Representative working at Institutional Capital Management, Inc. in Lafayette, CO and has over 36 years of experience in the finance industry.
Jonathan Moss (CRD# 6207725) is an Investment Advisor Representative working at Edward Jones in Lafayette, CO and has over 10 years of experience in the finance industry.
Jennifer Music (CRD# 2512020) is an Investment Advisor Representative working at Edward Jones in Lafayette, CO and has over 21 years of experience in the finance industry.
Danielle Patnode (CRD# 6419411) is an Investment Advisor Representative working at Edward Jones in Lafayette, CO and has over 9 years of experience in the finance industry.
Andrew Porterfield (CRD# 4082736) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, CO and has over 24 years of experience in the finance industry.
Stephen Thomson (CRD# 5087477) is an Investment Advisor Representative working at Edward Jones in Lafayette, CO and has over 17 years of experience in the finance industry.
Mary White (CRD# 5201616) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lafayette, CO and has over 15 years of experience in the finance industry.
Robert Young (CRD# 5060214) is an Investment Advisor Representative working at Advice And Planning Services in Lafayette, CO and has over 12 years of experience in the finance industry.