Adam Drewry (CRD# 5547004) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, 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 |
---|---|---|---|
Parsonex Advisory Services, Inc. | Englewood, CO | Jul 2022 - Current | 1 |
Parsonex Securities, Inc. | Aurora, CO | Mar 2011 - Current | 13 |
Fidelity | Denver, CO | Oct 2015 - Jan 2016 | < 1 |
Orangetheory Fitness | Denver, CO | Jul 2015 - Jan 2016 | < 1 |
Pac 12 Conference Volleyball Official | Boulder, CO | Aug 2011 - Jan 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2010 |
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CO
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Total Assets Under Management152MILLIONS
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Total Number of Accounts487ACCOUNTS
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Average Account Value$311,321
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MD, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WI
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