Rosemary Reed (CRD# 1602300) is an Investment Advisor Representative working at Delta Financial Group, Ltd. in Ridgway, CO and has over 35 years of experience in the finance industry. Rosemary Reed 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.
CRD# 4531033
Cornet Capital LLC
CRD# 4332791
Raymond James Financial Services Advisors, Inc.
CRD# 4429456
Elderado Financial, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Financial Group, Ltd | Ridgway, CO | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1989 |
- CO
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Total Assets Under Management34MILLIONS
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Total Number of Accounts116ACCOUNTS
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Average Account Value$295,463
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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