Denise Pearman (CRD# 4346262) is an Investment Advisor Representative working at Argent Capital Management LLC in Greenwood Village, CO and has over 22 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Quasar Distributors, LLC | Milwaukee, WI | Jan 2020 - Current | 4 |
Argent Capital Management LLC | Greenwood Village, CO | May 2018 - Current | 6 |
Victory Capital Advisers | Brooklyn, OH | Jan 2015 - Feb 2018 | 3 |
Victory Capital Management | Brooklyn, OH | Nov 2014 - Feb 2018 | 3 |
Munder Capital Management | Birmingham, MI | Dec 2011 - Oct 2014 | 2 |
Funds Distributor, LLC | Portland, ME | Dec 2011 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2001 |
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- OH
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Total Assets Under Management3,429MILLIONS
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Total Number of Accounts1,067ACCOUNTS
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Average Account Value$3,213,298
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, KS, LA, MA, MO, NC, NE, NH, NY, OH, SC, TX
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