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Distance Only Aurora, CO
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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
David Martinez (CRD# 7336873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aurora, CO and has 1 year of experience in the finance industry.
Caroline Piehl (CRD# 7279681) is an Investment Advisor Representative working at Avantax Advisory Services in Aurora, CO and has over 2 years of experience in the finance industry. Caroline Piehl 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.
Christopher Redmon (CRD# 7050456) is an Investment Advisor Representative working at Sorensen Financial Management in Aurora, CO and has over 4 years of experience in the finance industry.
Evan Richards (CRD# 7417722) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Aurora, CO and has over 2 years of experience in the finance industry.
Scott Rivoira (CRD# 2403260) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Aurora, CO and has over 20 years of experience in the finance industry.
Robert Robinette (CRD# 4301840) is an Investment Advisor Representative working at Primerica Advisors in Aurora, CO and has over 23 years of experience in the finance industry.
Donald Rose (CRD# 6655590) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Aurora, CO and has over 7 years of experience in the finance industry.
Timothy Sample (CRD# 7120868) is an Investment Advisor Representative working at Sample Financial Solutions, LLC in Aurora, CO and has over 5 years of experience in the finance industry. Timothy Sample 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.
Conrad Schmidt (CRD# 7475372) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Aurora, CO and has over 2 years of experience in the finance industry.
Denise Smith (CRD# 3017403) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Aurora, CO and has 1 year of experience in the finance industry.