Betty Wang (CRD# 6611103) is an Investment Advisor Representative working at Bw Financial Planning in Greenwood Village, CO and has over 8 years 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 |
---|---|---|---|
Bw Financial LLC | Greenwood Village, CO | Jan 2018 - Current | 6 |
Bw Consulting | Greenwood Village, CO | Nov 2015 - Current | 8 |
Scb Global Capital Management LLC | Denver, CO | Nov 2015 - Jan 2018 | 2 |
None | Denver, CO | Feb 2009 - Oct 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- CO
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$297,657
- A percentage of assets under your management
- 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
CO
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