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Distance Only Longmont, 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
Derik Harrison (CRD# 7699521) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Longmont, CO and has 1 year of experience in the finance industry.
Sabina McWhinney (CRD# 6124492) is an Investment Advisor Representative working at Primerica Advisors in Longmont, CO and has over 3 years of experience in the finance industry.
Jonathan Morado (CRD# 7580443) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Longmont, CO and has 1 year of experience in the finance industry.
Wesley Parker (CRD# 1842280) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Longmont, CO and has over 20 years of experience in the finance industry.
Sanay Patel (CRD# 4687039) is an Investment Advisor Representative working at Purpose Wealth in Longmont, CO and has 1 year of experience in the finance industry.
David Riffel (CRD# 7164977) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Longmont, CO and has over 4 years of experience in the finance industry.
Eduardo Rondon (CRD# 7241154) is an Investment Advisor Representative working at Shadowfax Investments LLC in Longmont, CO and has over 4 years of experience in the finance industry.
Arup Saha (CRD# 5640724) is an Investment Advisor Representative working at Peak53 Partners, LP in Longmont, CO and has over 15 years of experience in the finance industry.
Samantha Schreiber-Reed (CRD# 7201269) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 2 years of experience in the finance industry.
Kyle Sullivan (CRD# 6243364) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Longmont, CO and has over 10 years of experience in the finance industry.