Bartley Corfee Email & Phone Number
ChFC - Chartered Financial Consultant - Owner @ Corfee & Associates
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Bartley Corfee Location
- Evergreen, CO, US
Bartley Corfee Work
- Financial Advisor @ Corfee & Associates - Canvas Financial - Ameritas Investment Company, LLC (November 2017 - Present)
- ChFC - Chartered Financial Consultant - Owner @ (January 1991 - Present)
- Investment Advisor Representative and Registered Principal @ Cetera Advisors LLC (January 2001 - November 2017)
- Consulting Services Representative @ E.F. Hutton & Company (January 1986 - January 1989)
- National Sale Director @ Tuttle and Noroian Inc (January 1985 - January 1986)
- Registered Representative @ Sutro & Company (January 1980 - January 1984)
- PGA Apprentice - Northern California - El Macero Country Club - Head Pro Mr. Robert Badger @ Professional Golfers Association of Northern California (January 1973 - January 1978)
Bartley Corfee Education
- The American College of Financial Services
Chartered Financial Consultant (Advanced Financial Advisory Certification)
1997-2000 - California State University-Sacramento
Bachelors of Science Business Administration (Accounting)
1975-1978 - Sacramento City College
Associate Arts (Accounting)
1973-1975
Bartley Corfee Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- ETFs
- Employee Benefits
- FINRA
- Financial Advisory
- Financial Planners
- Financial Services
- Fly Fishing
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth Management
- Social Media
- Accounting
- Microsoft Office
- Microsoft Excel
- Financial Reporting
- Project Management
Bartley Corfee Summary
- Bartley Corfee, based in Evergreen, CO, US, is currently a ChFC - Chartered Financial Consultant - Owner at Corfee & Associates. Bartley Corfee brings experience from previous roles at Corfee & Associates - Canvas Financial - Ameritas Investment Company, LLC, Cetera Advisors LLC, E.F. Hutton & Company and Tuttle and Noroian Inc. Bartley Corfee holds a 1997 - 2000 Chartered Financial Consultant in Advanced Financial Advisory Certification @ The American College of Financial Services. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Bartley Corfee has 2 emails and 1 mobile phone numbers on RocketReach.
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