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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
Frederick Harris (CRD# 2775162) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Lakewood, CO and has over 27 years of experience in the finance industry.
Shelley Hertel (CRD# 6192981) is an Investment Advisor Representative working at Western Wealth Management LLC in Lakewood, CO and has over 10 years of experience in the finance industry.
Cynthia Hinds (CRD# 1151631) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakewood, CO and has over 30 years of experience in the finance industry.
Christian Holgard (CRD# 3244256) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakewood, CO and has over 24 years of experience in the finance industry.
Jo-ann Holst (CRD# 2804796) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lakewood, CO and has over 19 years of experience in the finance industry. Jo-ann Holst 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.
Kevin Hough (CRD# 5253415) is an Investment Advisor Representative working at Advice And Planning Services in Lakewood, CO and has over 17 years of experience in the finance industry.
Darryl Hudspeth (CRD# 2925601) is an Investment Advisor Representative working at Eagle Strategies LLC in Lakewood, CO and has over 21 years of experience in the finance industry.
Erik Jensen (CRD# 4270631) 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.
Joshua Jerele (CRD# 5697501) is an Investment Advisor Representative working at Commonwealth Financial Network in Lakewood, CO and has over 9 years of experience in the finance industry. Joshua Jerele 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.
Brian Johnson (CRD# 4413398) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Lakewood, CO and has over 22 years of experience in the finance industry.