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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
Menan Bergman (CRD# 6536189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greeley, CO and has over 8 years of experience in the finance industry.
Alyssa Bergsma (CRD# 6371143) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 7 years of experience in the finance industry.
Christopher Bergthold (CRD# 6294090) is an Investment Advisor Representative working at Captrust in Arvada, CO and has over 10 years of experience in the finance industry. Christopher Bergthold 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.
Steven Berkson (CRD# 2686423) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has 1 year of experience in the finance industry. Steven Berkson 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.
Gil Berman (CRD# 2226414) is an Investment Advisor Representative working at Berman, Gil in Boulder, CO and has over 20 years of experience in the finance industry.
Peter Bernstein (CRD# 4806489) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 12 years of experience in the finance industry.
Eric Bernum (CRD# 4897273) is an Investment Advisor Representative working at Smith Capital Investors, LLC in Denver, CO and has 1 year of experience in the finance industry.
Edward Berra (CRD# 2666689) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 26 years of experience in the finance industry.
Andrea Berry (CRD# 6950509) is an Investment Advisor Representative working at Flatiron Financial Planning in Boulder, CO and has 1 year of experience in the finance industry. Andrea Berry 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.
Gregory Berry (CRD# 6819496) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Boulder, CO and has over 6 years of experience in the finance industry.