Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cedric? Claim Your ProfileCedric A Lafontant is an Investment Advisor Representative with Colorado Capital Management. Cedric has been working in the financial industry for over 8 years, specializing in investment strategies and financial planning. He is a licensed investment advisor representative in Colorado and holds the Series 65 license. He is experienced working with high net worth individuals, charitable organizations, and individuals other than high net worth. Cedric can provide a range of financial advisory services, including financial planning, portfolio management, and publication of periodicals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CO
05/06/2024 - Present
Colorado Capital Management (BOULDER CO)
IA
Issued 05/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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