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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
Phillip J Weber (CRD# 3100278) is an Investment Advisor Representative and owner at Zeit Capital Advisors in Greenwood, Village, CO and has over 25 years of experience in the finance industry. Phillip Weber 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 putclients' interests first and comply with the Financial Planning Practice...
Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 25 years of experience in the finance industry. Richard Weintraub 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.
Thomas Abboud (CRD# 2178385) is an Investment Advisor Representative working at Abboud Financial Planning, Inc. in Centennial, CO and has over 18 years of experience in the finance industry.
Alice Abdalian (CRD# 2520368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 27 years of experience in the finance industry.
Akasha Absher (CRD# 4675577) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 20 years of experience in the finance industry.
Richard Acres (CRD# 6594652) is an Investment Advisor Representative working at Hightower Advisors, LLC in Denver, CO and has over 7 years of experience in the finance industry. Richard Acres 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.
Eric Adams (CRD# 5375609) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 10 years of experience in the finance industry.
Joseph Adams (CRD# 3142430) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Denver, CO and has 1 year of experience in the finance industry.
Vickie Adams (CRD# 1084652) is an Investment Advisor Representative working at Avantax Advisory Services in Denver, CO and has over 30 years of experience in the finance industry.
Paul Addo (CRD# 5422664) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 14 years of experience in the finance industry.