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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
Kevin Rodriguez (CRD# 6616321) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 7 years of experience in the finance industry.
Michael Rose (CRD# 3099380) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 25 years of experience in the finance industry. Michael Rose 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.
Joel Rothe (CRD# 2831547) is an Investment Advisor Representative working at Lpl Financial LLC in Longmont, CO and has over 24 years of experience in the finance industry. Joel Rothe 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.
Tracy Rothe (CRD# 2466494) is an Investment Advisor Representative working at Lpl Financial LLC in Longmont, CO and has over 26 years of experience in the finance industry. Tracy Rothe 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 Ruebesam (CRD# 1388480) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Longmont, CO and has over 22 years of experience in the finance industry.
David Schreiber (CRD# 1898453) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 35 years of experience in the finance industry. David Schreiber 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.
Billy Stone (CRD# 2842207) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 27 years of experience in the finance industry.
Raymond Taylor (CRD# 5913803) is an Investment Advisor Representative working at Lpl Financial LLC in Longmont, CO and has over 11 years of experience in the finance industry.
Cherie Turner (CRD# 5532037) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Longmont, CO and has over 15 years of experience in the finance industry.
Richard Turner (CRD# 1386078) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Longmont, CO and has over 38 years of experience in the finance industry.