Alissa Axford (CRD# 5216850) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Fort Morgan, CO and has over 16 years of experience in the finance industry.
CRD# 6425740
Edward Jones
CRD# 5400026
Edward Jones
CRD# 1845073
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ica Group Wealth Management, LLC | Fort Morgan, CO | Dec 2021 - Current | 2 |
| Lpl Financial LLC | Fort Morgan, CO | Nov 2017 - Current | 6 |
| Investment Centers Of America, Inc. | Fort Morgan, CO | Nov 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- CO
- NE
-
Total Assets Under Management1,161MILLIONS
-
Total Number of Accounts6,308ACCOUNTS
-
Average Account Value$184,075
- 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)
- Other
CA, CO, FL, HI, IL, MI, MN, MT, ND, NE, SD, TX, WI, WY
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