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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
Bradley Atkinson (CRD# 6158862) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 11 years of experience in the finance industry.
Monica Baldwin (CRD# 1410593) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Longmont, CO and has over 36 years of experience in the finance industry.
Michael Ballou (CRD# 5126640) is an Investment Advisor Representative working at Lpl Financial LLC in Longmont, CO and has over 17 years of experience in the finance industry.
Thomas Basil (CRD# 3192909) is an Investment Advisor Representative working at Colorado Diversified Financial in Longmont, CO and has over 25 years of experience in the finance industry. Thomas Basil 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.
Gregory Betsinger (CRD# 1781692) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 26 years of experience in the finance industry.
Elizabeth Bleidt (CRD# 5656590) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 12 years of experience in the finance industry.
Stephanie Burris (CRD# 4974018) is an Investment Advisor Representative working at Prosperity Investment Advisors, Inc. in Longmont, CO and has over 18 years of experience in the finance industry.
Gary Clague (CRD# 5046798) is an Investment Advisor Representative working at Advice And Planning Services in Longmont, CO and has over 17 years of experience in the finance industry.
Nathan Crotser (CRD# 4220803) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Longmont, CO and has over 23 years of experience in the finance industry. Nathan Crotser 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.
Kelly Dirks (CRD# 5885560) is an Investment Advisor Representative working at Primerica Advisors in Longmont, CO and has over 11 years of experience in the finance industry.