Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colton? Claim Your ProfileColton James Blackman is a financial advisor with over 6 years of experience in the industry. Colton is currently registered with LPL Financial LLC and has been actively registered with the firm since May 2022. Previously, Colton was registered with CUNA Brokerage Services, Inc. and Eaton Vance Distributors, Inc.. Colton holds FINRA Series 7, 66, and SIE licenses and has passed the Uniform Combined State Law Examination. Colton is registered to provide investment advice in 29 states and has a range of specializations, including investment planning, retirement planning, and insurance. Colton is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
05/20/2022 - Present
LPL Financial LLC (RUTLAND VT)
VT
01/19/2022 - 05/26/2022
CUNA BROKERAGE SERVICES, INC. (Rutland VT)
MA
05/05/2016 - 01/03/2022
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 07/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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