Matthew Daugherty (CRD# 4784736) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has over 14 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 |
|---|---|---|---|
| Colorado Financial Service Corporation | Centennial, CO | May 2016 - Current | 7 |
| Mdd Enterprises Inc. | Centennial, CO | Apr 2009 - Current | 15 |
| Alpha Strategies Investment Consulting | Ladera Ranch, CA | Sep 2011 - Mar 2015 | 3 |
| Dinosaur Securities, LLC | New York, NY | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- CO
-
Total Assets Under Management44MILLIONS
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Total Number of Accounts157ACCOUNTS
-
Average Account Value$280,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, LA, MT, NC, NJ, OH, OR, SC, TX, WA
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