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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
William Cassidy (CRD# 4407522) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Edgewater, CO and has over 15 years of experience in the finance industry.
Daniel Caycedo (CRD# 6272880) is an Investment Advisor Representative working at Cayden Wealth Management in Broomfield, CO and has over 10 years of experience in the finance industry.
Louis Cerullo (CRD# 5664327) is an Investment Advisor Representative working at Avantax Advisory Services in Niwot, CO and has over 14 years of experience in the finance industry.
Holly Chandler (CRD# 3072212) is an Investment Advisor Representative working at Edward Jones in Louisville, CO and has over 20 years of experience in the finance industry.
Dennis Channer (CRD# 1644005) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has over 33 years of experience in the finance industry. Dennis Channer 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.
Michael Chevalier (CRD# 4983313) is an Investment Advisor Representative working at Western Wealth Management LLC in Fort Collins, CO and has over 17 years of experience in the finance industry.
David Choury (CRD# 4746572) is an Investment Advisor Representative working at Primerica Advisors in Westminster, CO and has over 20 years of experience in the finance industry.
Joseph Chrisman (CRD# 5654972) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Boulder, CO and has 1 year of experience in the finance industry.
Heather Church (CRD# 4393292) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 22 years of experience in the finance industry. Heather Church 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.
Warren Church (CRD# 3058479) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Erie, CO and has over 12 years of experience in the finance industry.