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Distance Only Lakewood, 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
Jonathan Beegle (CRD# 2702163) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood, CO and has over 28 years of experience in the finance industry.
Kellie Beiers (CRD# 4038008) is an Investment Advisor Representative working at Chasefield Capital Inc. in Lakewood, CO and has over 19 years of experience in the finance industry.
Kyle Bell (CRD# 7014786) is an Investment Advisor Representative working at Edward Jones in Lakewood, CO and has over 5 years of experience in the finance industry.
Larry Blair (CRD# 849940) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 40 years of experience in the finance industry. Larry Blair 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.
Mark Boatright (CRD# 1212499) is an Investment Advisor Representative working at Cardinal Planning Group in Lakewood, CO and has over 40 years of experience in the finance industry. Mark Boatright 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.
Julia Bourlakov (CRD# 5770239) is an Investment Advisor Representative working at Western Wealth Management LLC in Lakewood, CO and has over 13 years of experience in the finance industry.
Alexander Boyd (CRD# 6505677) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lakewood, CO and has over 6 years of experience in the finance industry.
Christopher Bracken (CRD# 5614977) is an Investment Advisor Representative working at Edward Jones in Lakewood, CO and has over 15 years of experience in the finance industry.
Keith Brand (CRD# 4007982) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lakewood, CO and has over 24 years of experience in the finance industry. Keith Brand 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.
Fred Brandenburg (CRD# 2832515) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lakewood, CO and has over 23 years of experience in the finance industry.