Cara Chafetz (CRD# 3162846) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Colorado Springs, CO and has over 24 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of Colorado | Colorado Springs, CO | Aug 2017 - Current | 6 |
Bank Of Colorado Investment Services | Colorado Springs, CO | Aug 2017 - Current | 6 |
Raymond James Financial Services Advisors Inc. | Colorado Springs, CO | May 2016 - Current | 8 |
Raymond James Financial Services, Inc. | Colorado Springs, CO | Oct 2009 - Current | 14 |
Cherry Creek Capital Management | Denver, CO | Mar 2015 - Mar 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1999 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- CO
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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