Kristy Legrande (CRD# 3123963) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 25 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 |
|---|---|---|---|
| Innovest Holdings | Denver, CO | Sep 2017 - Current | 6 |
| Not Working | Denver, CO | Apr 2017 - Aug 2017 | < 1 |
| Cambridge Associates, Inc. | Menlo Park, CA | Jul 2005 - Mar 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, TX
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