Joshua Rigden (CRD# 5588631) is an Investment Advisor Representative working at Risemint in Evergreen, CO and has over 15 years of experience in the finance industry. Joshua Rigden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Coretactic Strategies LLC | Evergreen, CO | Mar 2019 - Current | 5 |
Typher Financial Services, LLC | Highlands Ranch, CO | Aug 2019 - Jan 2020 | < 1 |
Alphamint | Greenwood Village, CO | Jul 2018 - Aug 2019 | 1 |
Typher Financial Services, LLC | Highlands Ranch, CO | Sep 2016 - Jul 2018 | 1 |
Schwab Private Client Investment Advisory, Inc. | Lone Tree, CO | Jun 2012 - Sep 2016 | 4 |
Charles Schwab & Company, Inc. | Lone Tree, CO | Aug 2008 - Sep 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2008 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- CA
- CO
- NY
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts582ACCOUNTS
-
Average Account Value$95,642
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, NY, OH, PA
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