-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kreat Lewis (CRD# 4618636) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Grand Junction, CO and has over 21 years of experience in the finance industry.
Seth Lewis (CRD# 5918629) is an Investment Advisor Representative working at Bookcliff Financial in Grand Junction, CO and has over 12 years of experience in the finance industry.
Amy Brooke Martinez (CRD# 4127899) is an Investment Advisor Representative working at D.a. Davidson & Company in Grand Junction, CO and has over 24 years of experience in the finance industry.
John Maurer (CRD# 5118729) is an Investment Advisor Representative working at Avera Capital Wealth Management in Grand Junction, CO and has over 17 years of experience in the finance industry.
Douglas May (CRD# 4901837) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Grand Junction, CO and has 1 year of experience in the finance industry.
Christopher McGlade (CRD# 6078785) is an Investment Advisor Representative working at Edward Jones in Grand Junction, CO and has over 11 years of experience in the finance industry.
Ryan Mizushima (CRD# 4974392) is an Investment Advisor Representative working at Edward Jones in Grand Junction, CO and has over 18 years of experience in the finance industry.
Travis Mullenix (CRD# 6376774) is an Investment Advisor Representative working at Edward Jones in Grand Junction, CO and has over 9 years of experience in the finance industry.
Gary Nagy (CRD# 3149289) is an Investment Advisor Representative working at Edward Jones in Grand Junction, CO and has over 25 years of experience in the finance industry.
Roy Ness (CRD# 1302074) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grand Junction, CO and has over 39 years of experience in the finance industry. Roy Ness 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.