Richard Sokol (CRD# 4829964) is an Investment Advisor Representative working at Legacy Capital Group LLC in Englewood, CO and has over 19 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 |
|---|---|---|---|
| Private Investor | Englewood, CO | May 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
- CO
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$281,031
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO
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