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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
James Bivins (CRD# 6722739) is an Investment Advisor Representative working at Certified Planning Services, LLC in Avon, CO and has over 7 years of experience in the finance industry.
James Bolton (CRD# 5190989) is an Investment Advisor Representative working at Mml Investors Services, LLC in Eagle, CO and has over 17 years of experience in the finance industry. James Bolton 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.
Kevin Brubeck (CRD# 5721666) is an Investment Advisor Representative working at Edward Jones in Eagle, CO and has over 14 years of experience in the finance industry.
Lawrence Buchholz (CRD# 2967657) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Meredith, CO and has over 22 years of experience in the finance industry.
Sean Butson (CRD# 2917873) is an Investment Advisor Representative working at Dc Capital Management, LLC in Dillon, CO and has 1 year of experience in the finance industry.
James Cooper (CRD# 858502) is an Investment Advisor Representative working at Lpl Financial LLC in Eagle, CO and has over 30 years of experience in the finance industry.
Donavan Cox (CRD# 5079645) is an Investment Advisor Representative working at Aberle Investment Management LLC in Eagle, CO and has over 16 years of experience in the finance industry.
Robin Drabant (CRD# 5623298) is an Investment Advisor Representative working at Edward Jones in Breckenridge, CO and has over 15 years of experience in the finance industry.
James Elliott (CRD# 6714261) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 7 years of experience in the finance industry.
Amanda Falkum (CRD# 4622286) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Silverthorne, CO and has over 21 years of experience in the finance industry.