Debra Huttner (CRD# 6244041) is an Investment Advisor Representative working at Pearl Wealth LLC in Boulder, CO and has over 10 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colorado Capital Management, Inc. | Boulder, CO | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
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Total Assets Under Management95MILLIONS
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Total Number of Accounts62ACCOUNTS
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Average Account Value$1,526,371
- 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)
CO
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