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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
Lloyd James (CRD# 4245395) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Aurora, CO and has over 18 years of experience in the finance industry.
Ryan Kaszycki (CRD# 5289613) is an Investment Advisor Representative working at Creative Planning in Aurora, CO and has over 11 years of experience in the finance industry. Ryan Kaszycki 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.
Steven Kletter (CRD# 4025492) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Aurora, CO and has over 24 years of experience in the finance industry.
John Kopel (CRD# 2011781) is an Investment Advisor Representative working at Financial Counseling Associates, Inc. in Aurora, CO and has over 34 years of experience in the finance industry.
Jacob Lacy (CRD# 5625466) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aurora, CO and has over 15 years of experience in the finance industry.
Joan Layburn (CRD# 1617798) is an Investment Advisor Representative working at Lpl Financial LLC in Aurora, CO and has over 37 years of experience in the finance industry.
Joyce Lello (CRD# 6336905) is an Investment Advisor Representative working at Lpl Financial LLC in Aurora, CO and has over 9 years of experience in the finance industry.
Felix Lemarinel (CRD# 4900248) is an Investment Advisor Representative working at Lpl Financial LLC in Aurora, CO and has over 19 years of experience in the finance industry.
John Lerew (CRD# 1876541) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Aurora, CO and has over 34 years of experience in the finance industry. John Lerew 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.
Ronald Lottridge (CRD# 4502823) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Aurora, CO and has over 22 years of experience in the finance industry. Ronald Lottridge 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.