Erica Mathews (CRD# 7397074) is an Investment Advisor Representative working at Financial Counseling Associates, Inc. in Golden, CO and has over 2 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Counseling Associates | Aurora, CO | May 2021 - Current | 2 |
| Gensler | Denver, CO | Jul 2016 - May 2021 | 4 |
| Kieding | Glendale, CO | Apr 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- CO
-
Total Assets Under Management293MILLIONS
-
Total Number of Accounts363ACCOUNTS
-
Average Account Value$807,163
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, NM, TX
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