Marsha Nuttall (CRD# 5582067) is an Investment Advisor Representative working at Aveo Capital Partners, LLC 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 |
|---|---|---|---|
| Stephen A. Kohn & Associates, Ltd. | Lakewood, CO | Oct 2017 - Current | 6 |
| Aveo Capital Partners, LLC | Greenwood Village, CO | Nov 2015 - Current | 8 |
| Allstate Insurance Co | Castle Pines, CO | Mar 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- CO
-
Total Assets Under Management1,513MILLIONS
-
Total Number of Accounts4,113ACCOUNTS
-
Average Account Value$367,919
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, IN, LA, NY, OH, OR, TX, UT, VA, WA, WY
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