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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
Steven Buxbaum (CRD# 4567901) is an Investment Advisor Representative working at Portsea Investments, Inc. in Louisville, CO and has over 21 years of experience in the finance industry.
Matthew Byrne (CRD# 5612077) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 15 years of experience in the finance industry.
Jose Cabrera (CRD# 5736707) is an Investment Advisor Representative working at Edward Jones in Berthoud, CO and has over 14 years of experience in the finance industry.
Daniel Callaghan (CRD# 5760683) is an Investment Advisor Representative working at Lpl Financial LLC in Wheat Ridge, CO and has over 14 years of experience in the finance industry.
Leann Canty (CRD# 4135740) is an Investment Advisor Representative working at Commonwealth Financial Network in Arvada, CO and has over 15 years of experience in the finance industry. Leann Canty 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.
John Carlson (CRD# 1435067) is an Investment Advisor Representative working at Epic Investment Management in Boulder, CO and has over 38 years of experience in the finance industry.
Meredith Carlton (CRD# 5574355) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 15 years of experience in the finance industry.
John Carnes (CRD# 4229791) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lakewood, CO and has over 23 years of experience in the finance industry.
Tony Carpenter (CRD# 4304382) is an Investment Advisor Representative working at Lpl Financial LLC in Wheat Ridge, CO and has over 23 years of experience in the finance industry.
Tami Carroll (CRD# 5333353) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 13 years of experience in the finance industry. Tami Carroll 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.