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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
Daniel Chaput (CRD# 6453412) is an Investment Advisor Representative working at Edward Jones in Carbondale, CO and has over 9 years of experience in the finance industry.
Donald Click (CRD# 1054127) is an Investment Advisor Representative working at Commonwealth Financial Network in Glenwood Springs, CO and has over 25 years of experience in the finance industry. Donald Click 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 Colver (CRD# 5659228) is an Investment Advisor Representative working at Colver Asset Management, LLC in Aspen, CO and has over 15 years of experience in the finance industry.
Erika Corbin (CRD# 6419155) is an Investment Advisor Representative working at Avantax Advisory Services in Basalt, CO and has over 7 years of experience in the finance industry.
Margaret Corcillo (CRD# 1399133) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 9 years of experience in the finance industry.
Matthew Cova (CRD# 6850076) is an Investment Advisor Representative working at Commonwealth Financial Network in Glenwood Springs, CO and has over 6 years of experience in the finance industry. Matthew Cova 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.
Joseph Currier (CRD# 715423) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Crested Butte, CO and has over 43 years of experience in the finance industry.
Mark Devlin (CRD# 2246022) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aspen, CO and has over 30 years of experience in the finance industry.
Donna Di Ianni (CRD# 1159997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aspen, CO and has over 40 years of experience in the finance industry.
Scott Duncan (CRD# 841620) is an Investment Advisor Representative working at Captrust in Crested Butte, CO and has over 39 years of experience in the finance industry. Scott Duncan 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.