Sharla rountree personal benefit financial
Webb17 sep. 2024 · Based outside Denver in Lakewood, CO, the professionals at Personal Benefit Financial oversee $118 million in assets and have enjoyed a proud 45-year history. Founded by L. Ronald Blair, CFP ® , the firm is now owned by Sharla Rountree, CFP ® . WebbSHARLA D. ROUNTREE CRD# 1790302 Currently employed by and registered with the following Firm(s): PERSONAL BENEFIT FINANCIAL 870 KIPLING ST SUITE A LAKEWOOD, CO 80215 CRD# 112517 Registered with this firm since: 11/19/1999 IA KESTRA INVESTMENT SERVICES, LLC 870 Kipling St. Lakewood, CO 80215 CRD# 42046 …
Sharla rountree personal benefit financial
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WebbFind Sharla Rountree's accurate email address in Adapt.io. Currently working as Federal Benifits Trainer at Personal Benefit Financial in Colorado, United States. Connect with … WebbThere are 8 other people named Al Martin on AllPeople. Find more info on AllPeople about Al Martin and Hpig SA-1G LLC Business, as well as people who work for similar businesses nearby, colleagues for other branches, and more people with a similar name.
WebbPersonal Benefit Service Group 870 Kipling Street Unit A Lakewood, CO 80215 (303) 238-5123 Visit Website Get Directions Similar Businesses Detailed Information Location Typeunknown Year Established1977 Annual Revenue Estimate602706 SIC Code show Employees10 Contactsshow Is this your listing? Personal Benefit Service Group is an … WebbSharla Rountree (CRD# 1790302) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 34 years of experience in the finance industry. Sharla Rountree has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP …
http://www.personalbenefitfinancial.com/sites/default/files/users/SharlaRountree/PBSGNewsletter/PBSGArticles/RMD%27s.pdf Webb4 rader · Sharla Rountree (CRD# 1790302) is an Investment Advisor Representative working at Personal ...
WebbSharla Rountree is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Personal Benefit Financial in …
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