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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
Patrick Bloomfield (CRD# 1073025) is an Investment Advisor Representative working at Bloomfield Asset Management, Inc. in Parker, CO and has over 40 years of experience in the finance industry. Patrick Bloomfield 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.
Kathleen Bowen (CRD# 1056317) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Aurora, CO and has over 41 years of experience in the finance industry.
Dakota Bramhall (CRD# 7064080) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Parker, CO and has over 5 years of experience in the finance industry.
Timothy Brown (CRD# 5463015) is an Investment Advisor Representative working at Edward Jones in Aurora, CO and has over 16 years of experience in the finance industry.
Larry Burns (CRD# 2304549) is an Investment Advisor Representative working at Dream Catcher Financial Services, LLC in Centennial, CO and has over 20 years of experience in the finance industry.
Scott Campbell (CRD# 2584299) is an Investment Advisor Representative working at Wealth Acumen, Inc. in Parker, CO and has over 29 years of experience in the finance industry. Scott Campbell 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.
Kim Carver (CRD# 1042262) is an Investment Advisor Representative working at Primerica Advisors in Aurora, CO and has over 42 years of experience in the finance industry.
Matthew Carver (CRD# 5508035) is an Investment Advisor Representative working at Primerica Advisors in Lakewood, CO and has over 5 years of experience in the finance industry.
Daniel Cass (CRD# 2210998) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Parker, CO and has over 32 years of experience in the finance industry.
Shane Chavez (CRD# 2732304) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Parker, CO and has over 27 years of experience in the finance industry. Shane Chavez 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.