Sean FrenchCRD Number: 5889344
Current Firm: Advice And Planning Services
Sean French (CRD# 5889344) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 6 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Denver, CO||Jan 2011 - Current||6|
|Tiaa||Denver, CO||Jan 2011 - Current||6|
|Wells Fargo Bank Na||Lakewood, CO||Jun 2009 - Jan 2011||1|
|Unemployed||Boulder, CO||Sep 2008 - Jun 2009||< 1|
|Town Of Snowmass||Snowmass Village, CO||Apr 2008 - Sep 2008||< 1|
|Unemployed||Boulder, CO||Sep 2007 - Apr 2008||< 1|
|Aspen Ski Company||Aspen, CO||May 2007 - Sep 2007||< 1|
|Unemployed||Boulder, CO||Sep 2006 - Apr 2007||< 1|
|Aspen Sports||Aspen, CO||Feb 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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