Sherri Gilligan (CRD# 5707557) is an Investment Advisor Representative working at Denver Pwm, LLC in Denver, CO and has over 13 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 |
---|---|---|---|
Vista Private Wealth Partners LLC | Denver, CO | Aug 2015 - Current | 8 |
Harmony Private Client Advisers | Denver, CO | Aug 2015 - Current | 8 |
First Financial Equity Corporation | Greenwood Village, CO | Aug 2015 - Sep 2017 | 2 |
Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Aug 2015 - Aug 2015 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2015 - Aug 2015 | < 1 |
Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Jul 2013 - Aug 2015 | 2 |
L Scott Sanford | Denver, CO | Jan 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2011 |
S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- CO
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Total Assets Under Management586MILLIONS
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Total Number of Accounts1,678ACCOUNTS
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Average Account Value$349,077
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, KS, MI, MO, NE, PA, SD, TX, UT, WA
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