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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
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.
James Tan (CRD# 4136332) is an Investment Advisor Representative working at First Look Capital Management, LLC in Gunnison, CO and has over 23 years of experience in the finance industry.
Colleen Walsh (CRD# 5400613) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 16 years of experience in the finance industry.
Brian Brady (CRD# 7400479) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.
Kim Brown (CRD# 7458614) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.
Ashley Dejulio (CRD# 6926000) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 3 years of experience in the finance industry.
Sally Frankel (CRD# 6830097) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aspen, CO and has over 6 years of experience in the finance industry.
Andrew Godfrey (CRD# 1882815) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Aspen, CO and has over 27 years of experience in the finance industry.
Todd Heasty (CRD# 7346090) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 2 years of experience in the finance industry.
Lacy Henry (CRD# 7158314) is an Investment Advisor Representative working at Edward Jones in Gunnison, CO and has 1 year of experience in the finance industry.