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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
Marc McClure (CRD# 6730780) is an Investment Advisor Representative working at Convexbeta Investments, LLC in Evergreen, CO and has over 7 years of experience in the finance industry.
Toril McGuigan (CRD# 7484405) is an Investment Advisor Representative working at Edward Jones in Dillon, CO and has over 2 years of experience in the finance industry.
James McKinnon (CRD# 7245738) is an Investment Advisor Representative working at Edward Jones in Evergreen, CO and has over 3 years of experience in the finance industry.
Jack Mishler (CRD# 1916617) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, CO and has over 21 years of experience in the finance industry.
John Morrill (CRD# 2133341) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Evergreen, CO and has over 33 years of experience in the finance industry.
Michael Pistilli (CRD# 6815997) is an Investment Advisor Representative working at Forecast Capital Management in Silverthorne, CO and has over 4 years of experience in the finance industry. Michael Pistilli 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.
Sharon Starkey (CRD# 2723921) is an Investment Advisor Representative working at Wells Fargo Advisors in Evergreen, CO and has over 23 years of experience in the finance industry. Sharon Starkey 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.
Emily Trainor (CRD# 7735858) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has 1 year of experience in the finance industry.
Jason Zerbe (CRD# 7617887) is an Investment Advisor Representative working at Vraid Systems Limited in Rollinsville, CO and has 1 year of experience in the finance industry.