Richard Colwell, financial advisor Greenwood Village CO

Richard Colwell

CRD Number: 6617632
Current Firm: Advised Assets Group, LLC

Richard Colwell (CRD# 6617632) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Gwfs Equities, Inc. Greenwood Village, CO Aug 2016 - Current 4
Uber Denver, CO Apr 2016 - Aug 2016 < 1
Iconic Group Photography Tallahassee, FL Dec 2008 - Aug 2016 7
Fidelity Investments Greenwood Village, CO Feb 2016 - Apr 2016 < 1
Fidelity Brokerage Services, LLC Greenwood Village, CO Feb 2016 - Apr 2016 < 1
Bruin Spirits, Inc. Parker, CO Mar 2013 - Feb 2016 2
Event Photography Group (grad Images/marathonfoto Divisions) Tallahassee, CO Dec 2008 - Feb 2016 7
Bruin Spirits, Inc. Parker, CO Mar 2013 - Jan 2016 2
Dorian Studio Centennial, CO Jul 2015 - Oct 2015 < 1
Dorian Studio Centennial, CO Jul 2015 - Oct 2015 < 1
Colorado Department Of Labor & Employment Denver, CO Jan 2015 - Oct 2015 < 1
Wholesale Marketing Alliance, Inc. Centennial, CO Apr 2007 - Nov 2014 7
Wholesale Marketing Alliance, Inc. Centennial, CO Apr 2007 - Nov 2014 7
Colwell Online Marketing, Inc. Mesquite, NV Mar 2007 - Feb 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Richard B. Colwell
Phone Number: 844-302-2448
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    48,525
    MILLIONS
  • Total Number of Accounts
    42,784
    ACCOUNTS
  • Average Account Value
    $1,134,185
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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