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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
Donna Morrall (CRD# 5654663) is an Investment Advisor Representative working at Clear Waters Financial Network LLC in Palisade, CO and has over 14 years of experience in the finance industry. Donna Morrall 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.
Travis Mullenix (CRD# 6376774) is an Investment Advisor Representative working at Edward Jones in Grand Junction, CO and has over 9 years of experience in the finance industry.
Gary Nagy (CRD# 3149289) is an Investment Advisor Representative working at Edward Jones in Grand Junction, CO and has over 25 years of experience in the finance industry.
Roy Ness (CRD# 1302074) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grand Junction, CO and has over 39 years of experience in the finance industry. Roy Ness 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.
Grant Odelberg (CRD# 6214941) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Junction, CO and has over 9 years of experience in the finance industry.
Charles Poland (CRD# 4177847) is an Investment Advisor Representative working at Edward Jones in Grand Junction, CO and has over 23 years of experience in the finance industry.
Kevin Price (CRD# 4571315) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Junction, CO and has over 14 years of experience in the finance industry.
Joel Propst (CRD# 2029338) is an Investment Advisor Representative working at Onedigital Investment Advisors in Grand Junction, CO and has over 31 years of experience in the finance industry.
Matthew Rauen (CRD# 5763564) is an Investment Advisor Representative working at Global Retirement Partners LLC in Grand Junction, CO and has over 12 years of experience in the finance industry.
Justin Reed (CRD# 5144726) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Junction, CO and has over 17 years of experience in the finance industry. Justin Reed 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.