Anne HeadleeCRD Number: 1306274
Current Firm: Asset One LLC
Anne Headlee (CRD# 1306274) is an Investment Advisor Representative working at Asset One LLC in Greenwood Village, CO and has over 31 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Asset One, LLC||Aurora, CO||Jan 2007 - Current||10|
|Aig Financial Advisors||Aurora, CO||Jan 2007 - Current||10|
|Multi-financial Securities Corp.||Denver, CO||Jan 1997 - Jan 2007||10|
|Headlee Financial Services||Denver, CO||Jul 1987 - Dec 2006||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management397MILLIONS
Total Number of Accounts1,790ACCOUNTS
Average Account Value$221,957
- 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
- Market timing services
AZ, CA, CO, FL, GA, KS, LA, MO, MS, NM, NY, OR, TN, TX
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