Matthew Rillos (CRD# 5474261) is an Investment Advisor Representative working at Financial Counseling Associates, Inc. in Golden, CO and has over 16 years of experience in the finance industry. Matthew Rillos 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# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Counseling Associates Inc. | Golden, CO | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- CO
- NM
- TX
-
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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