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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
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.
Kelly Walker (CRD# 7169159) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 4 years of experience in the finance industry.
Moses Yoder (CRD# 7814533) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has 1 year of experience in the finance industry.
Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 25 years of experience in the finance industry. Richard Weintraub 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.
Christina Abbey (CRD# 6262403) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Collins, CO and has over 9 years of experience in the finance industry.