Charles Stivers (CRD# 4545690) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Aurora, CO and has over 9 years of experience in the finance industry.
CRD# 5508035
Primerica Advisors
Score
101
CRD# 2810252
Ewealth Consulting, LLC
Score
104
CRD# 3068955
Anthony Capital, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Garden Financial LLC | Aurora, CO | Dec 2006 - Current | 10 |
| 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
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$100,000
- 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, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, NH, SC, TN, TX, UT
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