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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
Jeffrey Bullock (CRD# 5950056) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 12 years of experience in the finance industry.
Christian Caraveo (CRD# 7386703) is an Investment Advisor Representative working at Lonestar Registered Investment Advisors, Pllc in Castle Rock, CO and has over 2 years of experience in the finance industry.
Rilee Erickson (CRD# 6853641) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has 1 year of experience in the finance industry.
Katherine Fortna (CRD# 5161365) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Castle Rock, CO and has over 3 years of experience in the finance industry.
Brian Harvey (CRD# 4864226) is an Investment Advisor Representative working at Jackson Creek Investment Advisors LLC in Castle Rock, CO and has 1 year of experience in the finance industry.
Christopher McQuillan (CRD# 5483263) is an Investment Advisor Representative working at Jackson Creek Investment Advisors LLC in Castle Rock, CO and has over 15 years of experience in the finance industry.
Alison Peery (CRD# 6899006) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Castle Rock, CO and has over 3 years of experience in the finance industry.
Lauren Richardson (CRD# 5949441) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Castle Rock, CO and has over 6 years of experience in the finance industry. Lauren Richardson 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.
John Riddle (CRD# 2733584) is an Investment Advisor Representative working at Jackson Creek Investment Advisors LLC in Castle Rock, CO and has over 28 years of experience in the finance industry.
Michael Runyon (CRD# 7729141) is an Investment Advisor Representative working at Edward Jones in Castle Rock, CO and has 1 year of experience in the finance industry.