-
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
Timothy Barnett (CRD# 2815368) is an Investment Advisor Representative working at Caledonia Wealth Management, Ltd. in Boulder, CO and has over 23 years of experience in the finance industry.
Daniel Barnhart (CRD# 4254481) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fort Collins, CO and has over 23 years of experience in the finance industry.
Eric Barr (CRD# 2553965) is an Investment Advisor Representative working at Geowealth Management LLC in Boulder, CO and has over 29 years of experience in the finance industry.
Norma Barrandey (CRD# 4950231) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greeley, CO and has over 18 years of experience in the finance industry.
John Barry (CRD# 1565715) is an Investment Advisor Representative working at Lpl Financial LLC in Loveland, CO and has over 37 years of experience in the finance industry.
Thomas Basil (CRD# 3192909) is an Investment Advisor Representative working at Colorado Diversified Financial in Longmont, CO and has over 25 years of experience in the finance industry. Thomas Basil 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.
Jack Bayliss (CRD# 2928926) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has over 26 years of experience in the finance industry.
Alixandra Beaman (CRD# 6272877) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fort Collins, CO and has over 10 years of experience in the finance industry. Alixandra Beaman 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.
Jessica Beck (CRD# 5359710) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 13 years of experience in the finance industry. Jessica Beck 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.
Kelly Beck (CRD# 2648050) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greeley, CO and has over 5 years of experience in the finance industry.