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Distance Only Longmont, CO
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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
Ryan Mason (CRD# 4941756) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Longmont, CO and has over 18 years of experience in the finance industry. Ryan Mason 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 McLean (CRD# 4800391) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 16 years of experience in the finance industry.
Judith Meduna (CRD# 2548892) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 5 years of experience in the finance industry.
Joe Mejia (CRD# 5360907) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Longmont, CO and has over 9 years of experience in the finance industry.
Timothy Menefee (CRD# 2532952) is an Investment Advisor Representative working at Commonwealth Financial Network in Longmont, CO and has over 18 years of experience in the finance industry.
Frank Oliver (CRD# 6285198) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Longmont, CO and has over 5 years of experience in the finance industry.
Jennifer Paris (CRD# 2999928) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Longmont, CO and has 1 year of experience in the finance industry.
Luke Rhoads (CRD# 6564209) is an Investment Advisor Representative working at Market Palace LLC in Longmont, CO and has over 8 years of experience in the finance industry.
Jennifer Roberts (CRD# 6989554) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 5 years of experience in the finance industry.
Adam Robinson (CRD# 2409443) is an Investment Advisor Representative working at Commonwealth Financial Network in Longmont, CO and has over 29 years of experience in the finance industry.