Ian Wymore, financial advisor Denver CO
90 score

Ian Wymore

CRD Number: 6052469
Current Firm: Personal Capital Advisors Corporation

Ian Wymore (CRD# 6052469) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors Corporation Denver, CA May 2017 - Current 1
Personal Capital Advisors Corporation Denver, CO Jan 2016 - May 2017 1
Morgan Stanley Smith Barney LLC Chicago, IL Sep 2015 - Jan 2016 < 1
Morgan Stanley Smith Barney LLC Chicago, IL Aug 2013 - Sep 2015 2
Depaul University Chicago, IL Sep 2010 - Mar 2014 3
Morgan Stanley Smith Barney LLC Chicago, IL Apr 2012 - Aug 2013 1
Global Footprint Network Geneva, Jun 2011 - Aug 2011 < 1
Bp Wash-n-go Glen Ellyn, IL Apr 2007 - Jun 2011 4
Illinois Energy Lombard, IL Nov 2008 - Aug 2009 < 1
Glenbard South High School Glen Ellyn, IL Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Ian J. Wymore
Phone Number: 415-800-5922
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    6,489
    MILLIONS
  • Total Number of Accounts
    37,793
    ACCOUNTS
  • Average Account Value
    $171,699
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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