Anant Mehta (CRD# 5163181) is an Investment Advisor Representative working at Peak Financial Guidance LLC in Greenwood Village, CO and has over 17 years of experience in the finance industry.
CRD# 4675577
Syntrinsic LLC
CRD# 5123585
Lpl Financial LLC
CRD# 2186996
Western Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Financial Guidance | Greenwood Village, CO | Mar 2021 - Current | 3 |
| Asm Financial Inc. | Highlands Ranch, CO | Sep 2002 - Current | 21 |
| Mml Investors Services, LLC | Denver, CO | Feb 2019 - Mar 2021 | 2 |
| Mass Mutual Life Insurance Company | Denver, CO | Feb 2017 - Mar 2021 | 4 |
| Park Avenue Securities | Greenwood Village, CO | Jun 2013 - Feb 2019 | 5 |
| Guardian Life Ins Co Of America | Greenwood Village, CO | Jun 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CO
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts440ACCOUNTS
-
Average Account Value$109,755
- 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
CO
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