Calvin Lennberg (CRD# 6233549) is an Investment Advisor Representative working at Advanced Investments in Highlands Ranch, CO and has over 10 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 |
|---|---|---|---|
| Independent Insurance Agent | Highlands Ranch, CO | Jun 2010 - Current | 13 |
| Student | Highlands Ranch, CO | Aug 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- CO
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts555ACCOUNTS
-
Average Account Value$96,997
- A percentage of assets under your management
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO
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