Charles Stivers (CRD# 4545690) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Aurora, CO and has over 10 years of experience in the finance industry.
CRD# 2810252
Ewealth Consulting, LLC
Score
104
CRD# 3068955
Anthony Capital, LLC
Score
103
CRD# 5176131
Fit Financial Consulting LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Garden Financial LLC | Aurora, CO | Dec 2006 - Current | 11 |
| Innovation Partners LLC | Matthews, NC | Mar 2013 - Dec 2015 | 2 |
| Dry Cleaning Valet Inc. | Aurora, CO | Jun 2006 - Dec 2014 | 8 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Jan 2011 - Feb 2013 | 2 |
| Penn Mutual Life Ins Co | Horsham, PA | Nov 2010 - Oct 2012 | 1 |
| Tlg Advisors Inc. | Littleton, CO | May 2008 - Dec 2010 | 2 |
| The Leaders Group Inc. | Littleton, CO | May 2004 - Dec 2010 | 6 |
| Paragon Lending Sol/parsonex | Aurora, CO | Aug 2003 - Jan 2007 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- CO
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Total Assets Under Management120MILLIONS
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Total Number of Accounts1,328ACCOUNTS
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Average Account Value$90,730
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, PA, RI, SC, TN, TX, UT, WA
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