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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
Karen Terrell (CRD# 2282065) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Breckenridge, CO and has over 24 years of experience in the finance industry.
Gregory Thomas (CRD# 445150) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Avon, CO and has over 32 years of experience in the finance industry.
Steven Thompson (CRD# 4235625) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Avon, CO and has over 22 years of experience in the finance industry. Steven Thompson 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.
Adam Uhlan (CRD# 1676354) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Breckenridge, CO and has over 36 years of experience in the finance industry.
David Watkins (CRD# 6390864) is an Investment Advisor Representative working at Banner Pine Advisors LLC in Fraser, CO and has over 9 years of experience in the finance industry.
Jonathan Woodward (CRD# 5418719) is an Investment Advisor Representative working at Lpl Financial LLC in Breckenridge, CO and has over 16 years of experience in the finance industry.
Ian Donovan (CRD# 7513173) is an Investment Advisor Representative working at Edward Jones in Frisco, CO and has 1 year of experience in the finance industry.
Lindsay Erickson (CRD# 7325737) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vail, CO and has 1 year of experience in the finance industry.
Kelly Garoutte (CRD# 7213263) is an Investment Advisor Representative working at Edward Jones in Breckenridge, CO and has over 3 years of experience in the finance industry.