Colton Larue, financial advisor Frisco TX

Colton Larue

CRD Number: 6088596
Current Firm: Sagespring Wealth Partners

Colton Larue (CRD# 6088596) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 11 years of experience in the finance industry. Colton Larue 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.

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Professional Designations
Company Name Location Dates Years
Nace Larue Wealth Team Frisco, TX Jul 2022 - Current 1
Nace Wealth Team Frisco, TN May 2022 - Current 1
Raymond James Financial Services,inc Dallas, TX Jan 2017 - Current 7
Southwestern Investment Advisory Services Frisco, TX Feb 2018 - Nov 2022 4
Southwestern Investment Advisory Services Frsco, TX Feb 2018 - Nov 2022 4
Southwestern Investment Advisory Services Frisco, TX Feb 2018 - Nov 2022 4
Southwestern Investment Group Frisco, TX Mar 2017 - Nov 2022 5
Axa Advisors, LLC New York, NY Jun 2014 - Jan 2017 2
Fidelity Investments Westlake, TX Jul 2012 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Colton T. Larue
Phone Number: 615-861-6100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,277
    MILLIONS
  • Total Number of Accounts
    27,053
    ACCOUNTS
  • Average Account Value
    $158,114
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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