Charles Stivers, financial advisor Aurora CO
93 score

Charles Stivers

CRD Number: 4545690
Current Firm: Foundations Investment Advisors LLC

Charles Stivers (CRD# 4545690) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Aurora, CO and has over 8 years of experience in the finance industry.

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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
Contact Info for Charles G. Stivers
Phone Number: 480-214-9837
Firm Website: http://www.fiwealth.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, NH, SC, TN, TX, UT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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