Mandy MintonCRD Number: 6763935
Current Firm: Ria Advisors
Mandy Minton (CRD# 6763935) is an Investment Advisor Representative working at Ria Advisors in Durango, CO and has over 3 years of experience in the finance industry.
Securities America Advisors, Inc.
Swan Global Investments, LLC
Evergreen Wealth Advisors
|Ria Advisors||Houston, TX||Jan 2020 - Current||1|
|Dfpg Investments, Inc.||Sandy, UT||Feb 2017 - Current||4|
|Animas Capital Management||Durango, CO||Nov 2015 - Current||5|
|Integrated Advisors Network, LLC||Palos Verdes Estates, CA||Apr 2018 - Jan 2020||1|
|Wells Fargo Home Mortgage||Durango, CO||Jan 2012 - Oct 2015||3|
|Bank Of America||Durango, CO||Aug 2010 - Dec 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2018|
|S65||NASAA Investment Advisors Law Examination||Mar 2018|
Total Assets Under Management1,014MILLIONS
Total Number of Accounts2,382ACCOUNTS
Average Account Value$425,619
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AZ, CO, FL, LA, MD, NE, TX, VA
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