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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
Jacob Lacy (CRD# 5625466) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aurora, CO and has over 15 years of experience in the finance industry.
Chris Landry (CRD# 3074656) is an Investment Advisor Representative working at Visionary Planning & Investment, LLC in Centennial, CO and has over 23 years of experience in the finance industry.
Muamer Maksumic (CRD# 5966502) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Parker, CO and has over 12 years of experience in the finance industry.
David Mannaioni (CRD# 3009569) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Centennial, CO and has over 23 years of experience in the finance industry. David Mannaioni 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.
Richard Marshall (CRD# 6136277) is an Investment Advisor Representative working at Marshall Financial Advisory, LLC in Aurora, CO and has over 11 years of experience in the finance industry.
Thomas Mathiesen (CRD# 2140701) is an Investment Advisor Representative working at Lpl Financial LLC in Parker, CO and has over 33 years of experience in the finance industry.
Kent McGlincy (CRD# 5652569) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Centennial, CO and has over 14 years of experience in the finance industry.
Neil McKenna (CRD# 4617037) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Aurora, CO and has over 18 years of experience in the finance industry.
Michael McKinnis (CRD# 5461606) is an Investment Advisor Representative working at Lpl Financial LLC in Parker, CO and has over 16 years of experience in the finance industry.
Richard McNaughton (CRD# 6734672) is an Investment Advisor Representative working at Avantax Advisory Services in Centennial, CO and has over 6 years of experience in the finance industry.