Andrew Godfrey (CRD# 1882815) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Aspen, CO and has over 27 years of experience in the finance industry.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 2967657
Spectrum Wealth Management, LLC
CRD# 6453412
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Aspen, CO | Oct 2022 - Current | 1 |
| Independent Insurance Advisors | Denver, CO | Nov 2021 - Current | 2 |
| Aspen Crypto Advisors, LLC | Aspen, CO | Jun 2021 - Current | 2 |
| First Western Trust | Aspen, CO | Nov 2016 - Oct 2021 | 4 |
| Self Employed | Aspen, CO | Oct 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CO
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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