Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Lucero is an Investment Advisor Representative with Colorado Capital Management. Emily has been in the industry since 2014 and has a Series 66, Series 7 and SIE license. Emily is also a Certified Financial Planner. Emily is registered in Colorado and has prior experience working for Raymond James Financial Services, Inc.. Emily specializes in providing financial planning and portfolio management services for individuals, charitable organizations, and high net worth individuals. Emily is also involved with the Longmont Community Foundation.
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
03/15/2023 - Present
Colorado Capital Management (BOULDER CO)
CO
01/17/2017 - 01/08/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOULDER CO)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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