Amber Anderson (CRD# 5535450) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has over 3 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Wealth Strategies, LLC | Arvada, CO | Sep 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Arvada, CO | May 2020 - Sep 2020 | < 1 |
| Raymond James Financial Services, Inc. | Arvada, CO | Oct 2016 - Sep 2020 | 3 |
| Edward Jones | Arvada, CO | May 2008 - Oct 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CO
-
Total Assets Under Management249MILLIONS
-
Total Number of Accounts1,166ACCOUNTS
-
Average Account Value$213,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CO, FL, MO, TX, WY
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