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Advisors in Centennial, Colorado
212 Results
Unclaimed

Good Life Advisors, LLC

location

CENTENNIAL, CO

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Thompson is a financial advisor with over 27 years of experience in the industry. Victoria currently works at Good Life Advisors, LLC, where she has been employed since 2015. Victoria is a registered investment advisor in Colorado and has held various certifications, including Series 63, 66, 7, 9, and 10. Victoria's previous experience includes working at UBS Financial Services Inc. and A.G. Edwards & Sons, Inc. Victoria is dedicated to providing personalized financial advice to her clients and assisting them in achieving their financial goals. Victoria primarily works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Centennial, CO

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vinton Hartmann is a financial advisor with Cambridge Investment Research Advisors, Inc., located in Centennial, CO. Vinton has over 27 years of experience in the financial services industry. Vinton holds a Series 6, Series 22, Series 62, Series 63, and Series 65 licenses. Vinton is registered with the following states: Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Maryland, Mississippi, Missouri, Montana, New Mexico, New York, North Carolina, South Dakota, Tennessee, Texas, Washington and Wyoming. Vinton specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, and small businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

LPL Financial LLC

location

CENTENNIAL, CO

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

William Conway Frye is a financial advisor with over 40 years of experience in the industry. William is currently registered with LPL Financial LLC, and has been in the business since 1980. William also has experience with InterVest International Equities Corporation, Evolve Securities, Inc., AFS Brokerage, Inc., and New England Securities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Eggert Financial Management, Inc. | CFP ® (Certifications)

location

CENTENNIAL, CO

0 Disclosures

ADVISOR BIO

William Eggert is a financial advisor at Eggert Financial Management, Inc. William has over 30 years of experience in the financial services industry. He is a Certified Financial Planner and holds the Series 6, 7, 24, and 63 securities licenses. William has been with Eggert Financial Management, Inc. since 1988. Prior to joining the firm, he worked at Colorado Financial Service Corporation, MCL Financial Group, Inc., Linsco/Private Ledger Corp. and other firms. William is registered with the state of California, Colorado, and Texas. William specializes in providing financial planning services to individuals and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Mutual OF Omaha Investor Services, Inc.

location

CENTENNIAL, CO

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

William Conrad Litz is a financial advisor at Mutual Of Omaha Investor Services, Inc. William has been in the industry since 1981 and is registered in California, Colorado, Illinois, and Montana. William is licensed to provide financial advice to both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

GPS Wealth Strategies Group, LLC

location

CENTENNIAL, CO

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Mercer Savage is an investment advisor with over 38 years of experience in the financial industry. William is a registered representative with GPS Wealth Strategies Group, LLC in Centennial, Colorado. William has been with LPL Financial, LLC since 1989. William has a Series 7, 24 and 63 licenses, as well as the SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
CONSULTING
Unclaimed

FIT Wealth Management | CFP ® (Certifications)

location

CENTENNIAL, CO

0 Disclosures

ADVISOR BIO

William Joseph Donohue is a financial advisor currently working for FIT Wealth Management in Centennial, CO. William is registered with the state of Colorado and Massachusetts. William has been in the financial services industry for over 20 years and has extensive experience working with individual investors and high-net-worth clients. William specializes in financial planning and portfolio management. William has a Certified Financial Planner designation. William has previously worked for Ivy Distributors, Inc., Waddell & Reed, OppenheimerFunds Distributor, Inc., and Dickinson & Co.. William has also worked as a member of Kalmus View Investors, LLC., which is a rental property business. William has a Series 7, Series 63 and SIE license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
NON-DISCRETIONARY ADVICE TO OTHER ADVISORS & INSTITUTIONS
Unclaimed
location

CENTENNIAL, CO

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Woodward is a financial advisor with over 20 years of experience in the financial services industry. William is registered with LPL Financial LLC and has a Series 7, Series 63, and Series 66. William has previously worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. William holds a state registration in 12 states and has a firm BC scope of "Active". The firm has over 168,000 clients and has over $50 Billion in assets under management. William provides a variety of advisory services including: financial planning, portfolio management for businesses and individuals, educational seminars, selection of other advisers, pension consulting, and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

GPS Wealth Strategies Group, LLC | CFP ® (Certifications)

location

Centennial, CO

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

William Allen Magnusson is a financial advisor with GPS Wealth Strategies Group, LLC. William has been a registered representative since 1997 and provides financial planning services to individuals, families, and businesses. William is a Certified Financial Planner and has a strong background in investment management. William also provides consulting services to clients. William is committed to helping clients reach their financial goals and objectives.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
CONSULTING
Unclaimed

Mutual OF Omaha Investor Services, Inc.

location

CENTENNIAL, CO

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

William F. Griffin is a registered representative with Mutual Of Omaha Investor Services, Inc. William has been in the financial services industry since July 30, 1987. William is registered in Florida and Nebraska and holds Series 6 and SIE licenses. William's current firm is based in Omaha, Nebraska.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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