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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
Michelle Emerick (CRD# 5904947) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 12 years of experience in the finance industry.
Stan Emery (CRD# 3076959) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 12 years of experience in the finance industry.
Joseph Eshleman (CRD# 3179986) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mead, CO and has 1 year of experience in the finance industry.
David Essay (CRD# 4679215) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Collins, CO and has over 20 years of experience in the finance industry. David Essay 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.
Brian Estep (CRD# 6202168) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Collins, CO and has over 10 years of experience in the finance industry.
Gregory Evans (CRD# 726398) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 43 years of experience in the finance industry.
Stephen Everett (CRD# 715790) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Collins, CO and has over 43 years of experience in the finance industry.
Jesse Eves (CRD# 6166555) is an Investment Advisor Representative working at Eves&haines Wealth Management in Greeley, CO and has over 10 years of experience in the finance industry.
Teddy Ezzell (CRD# 1527524) is an Investment Advisor Representative working at Western Wealth Management LLC in Fort Collins, CO and has over 22 years of experience in the finance industry.
Viktoria Falus (CRD# 5881258) is an Investment Advisor Representative working at Lido in Boulder, CO and has 1 year of experience in the finance industry. Viktoria Falus 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.