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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
Bernard King (CRD# 1076446) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Telluride, CO and has over 41 years of experience in the finance industry.
Michael King (CRD# 1999503) is an Investment Advisor Representative working at Edward Jones in Montrose, CO and has over 34 years of experience in the finance industry.
Richard Lesan (CRD# 4551965) is an Investment Advisor Representative working at Frontier Advisors, LLC in Telluride, CO and has over 20 years of experience in the finance industry.
Paul Magnani (CRD# 7008954) is an Investment Advisor Representative working at Edward Jones in Montrose, CO and has over 5 years of experience in the finance industry.
Jonathan Martin (CRD# 4637147) is an Investment Advisor Representative working at Edward Jones in Telluride, CO and has over 20 years of experience in the finance industry.
Jeri Mattics (CRD# 6018502) is an Investment Advisor Representative working at Edward Jones in Montrose, CO and has over 12 years of experience in the finance industry.
Justin McKenna (CRD# 5870916) is an Investment Advisor Representative working at High Country Capital Management in Montrose, CO and has over 13 years of experience in the finance industry.
Adam Miller (CRD# 5317765) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has over 16 years of experience in the finance industry. Adam Miller 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 Murphy (CRD# 6886450) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Montrose, CO and has over 5 years of experience in the finance industry.
Jason Napoli (CRD# 3116306) is an Investment Advisor Representative working at High Country Capital Management in Montrose, CO and has over 25 years of experience in the finance industry.