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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 Apps (CRD# 4327629) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Avon, CO and has over 23 years of experience in the finance industry.
John Avey (CRD# 1131891) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dillon, CO and has over 19 years of experience in the finance industry.
James Bivins (CRD# 6722739) is an Investment Advisor Representative working at Certified Planning Services, LLC in Avon, CO and has over 7 years of experience in the finance industry.
Jeffrey Brown (CRD# 2268949) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Vail, CO and has over 31 years of experience in the finance industry.
Sean Butson (CRD# 2917873) is an Investment Advisor Representative working at Dc Capital Management, LLC in Dillon, CO and has 1 year of experience in the finance industry.
Robin Drabant (CRD# 5623298) is an Investment Advisor Representative working at Edward Jones in Breckenridge, CO and has over 15 years of experience in the finance industry.
James Elliott (CRD# 6714261) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 7 years of experience in the finance industry.
Amanda Falkum (CRD# 4622286) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Silverthorne, CO and has over 22 years of experience in the finance industry.
Stephen Gladstone (CRD# 2480273) is an Investment Advisor Representative working at Gladstone Financial LLC in Breckenridge, CO and has over 29 years of experience in the finance industry.
Amy Hamasaki (CRD# 3134169) is an Investment Advisor Representative working at Mountain Wealth Planning in Winter Park, CO and has over 25 years of experience in the finance industry. Amy Hamasaki 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.