-
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
Richard Rogers (CRD# 3168160) is an Investment Advisor Representative working at Captrust in Carbondale, CO and has over 25 years of experience in the finance industry.
Christopher Ryan (CRD# 1297268) is an Investment Advisor Representative working at Ryan Investments in Aspen, CO and has over 23 years of experience in the finance industry.
Michael Sailor (CRD# 1366672) is an Investment Advisor Representative working at Aspen Asset Management Inc. in Aspen, CO and has over 38 years of experience in the finance industry.
Phyllis Scruggs (CRD# 1978398) is an Investment Advisor Representative working at Waddell & Associates, LLC in Aspen, CO and has over 31 years of experience in the finance industry. Phyllis Scruggs 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.
Jeffrey Sgroi (CRD# 3190610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 24 years of experience in the finance industry. Jeffrey Sgroi 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.
Jeffrey Siegel (CRD# 1866137) is an Investment Advisor Representative working at Pyramid Peak Capital, LLC in Snowmass Village, CO and has over 11 years of experience in the finance industry.
Charles Smallwood (CRD# 6244281) is an Investment Advisor Representative working at Edward Jones in Eagle, CO and has over 9 years of experience in the finance industry.
Richard Smidt (CRD# 2144522) is an Investment Advisor Representative working at Edward Jones in Glenwood Springs, CO and has over 32 years of experience in the finance industry.
Adam Stevenson (CRD# 5560128) is an Investment Advisor Representative working at Stevenson Advisors, LLC in Aspen, CO and has over 15 years of experience in the finance industry.
William Swanson (CRD# 870561) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 43 years of experience in the finance industry.