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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
Sigrid Daugaard (CRD# 5481583) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 15 years of experience in the finance industry. Sigrid Daugaard 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.
Kevin Davie (CRD# 5056310) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Collins, CO and has over 12 years of experience in the finance industry.
Chris Davies (CRD# 1216027) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 9 years of experience in the finance industry.
James Davies (CRD# 5784630) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 12 years of experience in the finance industry.
Eric Davis (CRD# 6065115)
Eric is an Advisor at BSW Wealth Partners where he supports both the advisory team and the investment group through diligent analysis and dedicated service to clients.
Prior to joining BSW, he worked as a financial analyst with investment firm, Janus Capital Group and also spent time as an investment banking analyst with Petrie Partners, an oil and gas focused investment bank. Eric then spent a year in southern Spain fulfilling his entrepreneurial itch by starting a craft-beer brewery.
Eric competed for the University of Colorado NCAA ski team and spends most...
Justin Davis (CRD# 4431979) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Collins, CO and has over 22 years of experience in the finance industry. Justin Davis 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.
David Day (CRD# 6429357) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Boulder, CO and has over 9 years of experience in the finance industry. David Day 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.
Kyle Debord (CRD# 6262679) is an Investment Advisor Representative working at Edward Jones in Greeley, CO and has over 10 years of experience in the finance industry.
Mark Debord (CRD# 6173198) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fort Collins, CO and has over 11 years of experience in the finance industry.
Aaron Deitz (CRD# 5474260) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 6 years of experience in the finance industry.