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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
Gil Berman (CRD# 2226414) is an Investment Advisor Representative working at Berman, Gil in Boulder, CO and has over 20 years of experience in the finance industry.
Andrea Berry (CRD# 6950509) is an Investment Advisor Representative working at Flatiron Financial Planning in Boulder, CO and has 1 year of experience in the finance industry. Andrea 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.
Gregory Berry (CRD# 6819496) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Boulder, CO and has over 6 years of experience in the finance industry.
Brian Bertsch (CRD# 3089263) is an Investment Advisor Representative working at Wells Fargo Advisors in Erie, CO and has over 24 years of experience in the finance industry.
Kevin Best (CRD# 4075985) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greeley, CO and has 1 year of experience in the finance industry.
Gregory Betsinger (CRD# 1781692) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 26 years of experience in the finance industry.
Alan Beugg (CRD# 3004268) is an Investment Advisor Representative working at Ifam Capital in Fort Collins, CO and has over 26 years of experience in the finance industry.
Sunit Bhalla (CRD# 5545383) is an Investment Advisor Representative working at Oaktree Financial Planning, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry. Sunit Bhalla 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.
Laura Bickel (CRD# 5734426) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 14 years of experience in the finance industry.
Bradley Bickham (CRD# 1342965) is an Investment Advisor Representative working at Lido in Boulder, CO and has over 38 years of experience in the finance industry.