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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
Adam Grayson (CRD# 5343817) is an Investment Advisor Representative working at Edward Jones in Palmer Lake, CO and has over 16 years of experience in the finance industry.
Jason Bertino (CRD# 7834400) is an Investment Advisor Representative working at Edward Jones in Palmer Lake, CO and has 1 year of experience in the finance industry.
Buswell Associates, Inc.
Buswell Associates, Inc. (BAI) is a full-service financial advisory firm that provides guidance, products and money management services to clients of all walks of life using a comprehensive suite of customized planning systems. BAI is a Registered Investment Advisory firm (RIA) and an independent life and health insurance agency. The registered service mark for the company is “America’s Prosperity Whisperer®”.
Experience
Roger Buswell comes from a long line of financial professionals and has been in the financial services field his entire adult life. He started out...
Chris Abeyta (CRD# 6403098) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry.
Russell Adelmann (CRD# 2202065) is an Investment Advisor Representative working at Adelmann Financial, Inc. in Colorado Springs, CO and has over 31 years of experience in the finance industry. Russell Adelmann 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.
Andrew Adrian (CRD# 6728761) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 6 years of experience in the finance industry.
Brandon Akers (CRD# 5836179) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 13 years of experience in the finance industry. Brandon Akers 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.
Deborah Allee (CRD# 4068791) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has over 22 years of experience in the finance industry.
Adam Allsop (CRD# 6181477) is an Investment Advisor Representative working at Lpl Financial LLC in Castle Rock, CO and has over 9 years of experience in the finance industry.
Mary Alpers (CRD# 4777789) is an Investment Advisor Representative working at Three Points Financial, Inc. in Colorado Springs, CO and has over 20 years of experience in the finance industry. Mary Alpers 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.