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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
Jonathan Forbes (CRD# 6142082) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry. Jonathan Forbes 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.
Lisa Forbes (CRD# 2183846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colorado Springs, CO and has over 32 years of experience in the finance industry.
Olivia Forde (CRD# 6513556) is an Investment Advisor Representative working at First Command Advisory Services in Colorado Springs, CO and has over 8 years of experience in the finance industry. Olivia Forde 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.
Scott Fortney (CRD# 2166655) is an Investment Advisor Representative working at Lpl Financial LLC in Colorado Springs, CO and has over 32 years of experience in the finance industry.
Jacob Francis (CRD# 6316480) is an Investment Advisor Representative working at Edward Jones in Canon City, CO and has over 10 years of experience in the finance industry.
Kari Francisco (CRD# 1613304) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colorado Springs, CO and has over 11 years of experience in the finance industry.
Seth Franck (CRD# 4266959) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has over 22 years of experience in the finance industry.
Chad Frantzen (CRD# 4210741) is an Investment Advisor Representative working at Wealthbuilders Investments in Colorado Springs, CO and has over 23 years of experience in the finance industry. Chad Frantzen 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.
James Fredrick (CRD# 1407241) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Colorado Springs, CO and has over 38 years of experience in the finance industry.
Edward Frelly (CRD# 5609839) is an Investment Advisor Representative working at Lpl Financial LLC in Colorado Springs, CO and has over 15 years of experience in the finance industry. Edward Frelly 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.