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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
Shane Fleury (CRD# 4837994) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 12 years of experience in the finance industry.
Pierre Follari (CRD# 2336453) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Basalt, CO and has over 30 years of experience in the finance industry.
Stuart Green (CRD# 5713549) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 15 years of experience in the finance industry. Stuart Green 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 Greene (CRD# 3107769) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aspen, CO and has over 25 years of experience in the finance industry.
Richard Greenspan (CRD# 1130269) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aspen, CO and has over 40 years of experience in the finance industry.
Roger Hennefeld (CRD# 1459199) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has 1 year of experience in the finance industry.
Bret Hirsh (CRD# 4829322) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 6 years of experience in the finance industry.
Bret Hooper (CRD# 2277950) is an Investment Advisor Representative working at Edward Jones in Avon, CO and has over 8 years of experience in the finance industry.
Fraser Horn (CRD# 1533952) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Edwards, CO and has over 37 years of experience in the finance industry.
Dudley Irwin (CRD# 1622162) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Edwards, CO and has over 37 years of experience in the finance industry.