-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Arthur Spiller (CRD# 2231297) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Silverthorne, CO and has over 31 years of experience in the finance industry.
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.
Tracy Tutag (CRD# 4507476) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 21 years of experience in the finance industry. Tracy Tutag 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.
William Verity (CRD# 1426080) is an Investment Advisor Representative working at Verity Investment Partners in Edwards, CO and has over 22 years of experience in the finance industry.
Robert Welsh (CRD# 4082702) is an Investment Advisor Representative working at Avantax Advisory Services in Eagle, CO and has over 6 years of experience in the finance industry. Robert Welsh 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.
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.