Jason Rite (CRD# 5756416) is an Investment Advisor Representative working at Investment Fiduciary Planners, LLC in Denver, CO and has over 13 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 |
|---|---|---|---|
| Acquiom Financial | Denver, CO | Apr 2019 - Current | 5 |
| Lpl Financial, LLC | Greenwood Village, CO | Mar 2019 - Current | 5 |
| Self Employed | Centennial, CO | Feb 2006 - Mar 2019 | 13 |
| Lifemark Securities Corp. | Rochester, NY | Oct 2018 - Feb 2019 | < 1 |
| Independent Insurance Agent | Englewood, CO | Oct 2018 - Feb 2019 | < 1 |
| Guardian Life Insurance Co | Greenwood Village, CO | Jun 2014 - Oct 2018 | 4 |
| Park Avenue Securities LLC | Greenwood Village, CO | Jun 2014 - Oct 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CO
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$47,273
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CO
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