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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Kutnick is an Investment Advisor Representative with GHP Investment Advisors Inc. and Israel Investment Advisors, LLC in Denver, Colorado. Carla holds the Series 65 license and has been in the industry since February 2023. Carla specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and pooled investment vehicles. Carla has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
06/26/2024 - Present
GHP Investment Advisors Inc. (DENVER CO)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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