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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
Aaron Foster (CRD# 6553959) is an Investment Advisor Representative working at Compound Planning in Windsor, CO and has over 8 years of experience in the finance industry. Aaron Foster 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.
Megan Frahm (CRD# 5959800) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Collins, CO and has over 12 years of experience in the finance industry.
Christopher France (CRD# 4710190) is an Investment Advisor Representative working at Edward Jones in Loveland, CO and has over 18 years of experience in the finance industry.
Scott Frazer (CRD# 5626416) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Collins, CO and has over 15 years of experience in the finance industry. Scott Frazer 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.
Steven Freel (CRD# 1345623) is an Investment Advisor Representative working at Lpl Financial LLC in Berthoud, CO and has over 30 years of experience in the finance industry. Steven Freel 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.
Cash Freeman (CRD# 6374508) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fort Collins, CO and has over 9 years of experience in the finance industry.
Justin French (CRD# 5522870) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Collins, CO and has over 15 years of experience in the finance industry.
David Fry (CRD# 6554688) is an Investment Advisor Representative working at Unify Wealth Management LLC in Fort Collins, CO and has over 8 years of experience in the finance industry.
Billy Funderburk (CRD# 5310586) is an Investment Advisor Representative working at Lpl Financial LLC in Longmont, CO and has over 17 years of experience in the finance industry. Billy Funderburk 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.
Lawrence Gale (CRD# 1514793) is an Investment Advisor Representative working at Indelible Wealth Group in Berthoud, CO and has over 37 years of experience in the finance industry.