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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
Richard Lawrence (CRD# 1751936) is an Investment Advisor Representative working at Lawrence Wealth Management in Dillon, CO and has over 34 years of experience in the finance industry.
Jay Maldonado (CRD# 6466525) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Evergreen, CO and has over 9 years of experience in the finance industry.
Ronald Manning (CRD# 4493368) is an Investment Advisor Representative working at Eggert Financial Management, Inc. in Evergreen, CO and has over 12 years of experience in the finance industry.
Marguerite Maxwell (CRD# 4218408) is an Investment Advisor Representative working at Lpl Financial LLC in Evergreen, CO and has over 22 years of experience in the finance industry.
Mark McCulloch (CRD# 3042523) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Evergreen, CO and has over 25 years of experience in the finance industry.
Emily Messegee (CRD# 5381577) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 11 years of experience in the finance industry. Emily Messegee 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.
Ea Moulton (CRD# 6373628) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has over 9 years of experience in the finance industry.
Martin Nee (CRD# 6456260) is an Investment Advisor Representative working at Edward Jones in Fraser, CO and has over 9 years of experience in the finance industry.
Bich Nguyen (CRD# 6883027) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, CO and has over 6 years of experience in the finance industry.
Mark Nunn (CRD# 814070) is an Investment Advisor Representative working at Edward Jones in Frisco, CO and has over 39 years of experience in the finance industry.