Robyn Maunton (CRD# 6358236) is an Investment Advisor Representative working at Alpha Principle, LLC in Englewood, CO and has 1 year of experience in the finance industry. Robyn Maunton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpha Principle, LLC | Lone Tree, CO | Nov 2021 - Current | 2 |
| Adviceperiod, LLC | Los Angeles, CA | Dec 2019 - Dec 2021 | 2 |
| Personal Capital | Denver, CO | Apr 2017 - Dec 2019 | 2 |
| Bridge Financial Group | Littleton, CO | Jun 2014 - Apr 2017 | 2 |
| Unemployed | Colorado Springs, CO | Mar 2014 - Jun 2014 | < 1 |
- CO
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Total Assets Under Management270MILLIONS
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Total Number of Accounts161ACCOUNTS
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Average Account Value$1,675,044
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, NE, NH, TX
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