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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
Sarah Berry (CRD# 4461648) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 21 years of experience in the finance industry. Sarah Berry 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 Bertoni (CRD# 5166895) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Denver, CO and has over 15 years of experience in the finance industry.
Danielle Berz (CRD# 5570374) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, CO and has over 15 years of experience in the finance industry. Danielle Berz 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.
Amy Betts (CRD# 4154449) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Denver, CO and has over 21 years of experience in the finance industry.
Terry Bevan (CRD# 5622293) is an Investment Advisor Representative working at Commonwealth Financial Network in Denver, CO and has over 15 years of experience in the finance industry. Terry Bevan 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 Bickel (CRD# 1229797) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Denver, CO and has over 40 years of experience in the finance industry.
Gregory Bickle (CRD# 4769107) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Denver, CO and has over 16 years of experience in the finance industry.
Jarrod Biebel (CRD# 2182514) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Denver, CO and has over 32 years of experience in the finance industry.
Connor Bieda (CRD# 6768747) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Denver, CO and has over 6 years of experience in the finance industry.
Jason Billingsley (CRD# 5880901) is an Investment Advisor Representative working at 5280 Capital in Denver, CO and has over 13 years of experience in the finance industry.