Jill Isbell (CRD# 5351557) is an Investment Advisor Representative working at Creative Financial Services, Inc. in Colorado Springs, CO and has over 16 years of experience in the finance industry. Jill Isbell 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# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | San Francisco, CA | Jun 2021 - Current | 2 |
| Creative Financial Services, Inc. | Colorado Springs, CO | May 2019 - Current | 4 |
| Charles Schwab & Company | Lone Tree, CO | Sep 2015 - May 2019 | 3 |
| Lpl Financial | Woodland Park, CO | Mar 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- CA
- CO
- OH
-
Total Assets Under Management73MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$145,000
- 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)
- Educational seminars/workshops
CA, CO, OH, TX
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