DB
CFP
DB
CFP
Deborah Birch is a CFP-designated registered investment advisor, based in Glenwood Springs, CO, with 26 years of industry experience.
Location
817 Colorado Ave, Suite 105, Glenwood Springs, CO, 81601
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2023Settled
Other Business Activities
Deborah is involved with Roaring Fork Financial Services, Inc. providing CPA/enrolled agent/tax prep/accounting services, dedicating about 10-20% of her time. She also acts as a landlord for 1315 Grand LLC, spending minimal time on this activity, and is an advisory representative of a RIA, spending about 10-20% of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2020 - Present · 5 yrs 9 mos
Cambridge Investment Research, INC.Broker
December 2020 - Present · 5 yrs 9 mos
Previous Registrations
Avantax Advisory Services
June 2009 - December 2020 · 11 yrs 6 mos
Avantax Investment Services, INC.Broker
December 2004 - December 2020 · 16 yrs
H&r Block Financial Advisors, INC.Broker
November 2001 - February 2005 · 3 yrs 3 mos
Birchtree Financial Services, INC.Broker
January 2000 - November 2001 · 1 yr 10 mos
State Registrations10 states
AZCACOFLMTNENMTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.