James Liddy (CRD# 5034312) is an Investment Advisor Representative working at Alvista Wealth Consulting, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The New England Guild, Inc. | Hartford, CT | Sep 2005 - Current | 18 |
- CO
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$1,073,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO
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