Jennifer CottleCRD Number: 1382358
Current Firm: Arbor Point Advisors
Jennifer Cottle (CRD# 1382358) is an Investment Advisor Representative working at Arbor Point Advisors in Leawood, KS and has over 27 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Securities America, Inc.||Leawood, KS||Oct 2017 - Current||4|
|Arbor Point Advisors||Leawood, KS||Oct 2017 - Current||4|
|Larson Financial Services, Inc.||Leawood, KS||May 1999 - Current||22|
|Summit Brokerage Services, Inc.||Leawood, KS||Sep 2016 - Oct 2017||1|
|Vsr Financial Services, Inc.||Overland Park, KS||Sep 2008 - Sep 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1994|
|S65||NASAA Investment Advisors Law Examination||Sep 2017|
Total Assets Under Management7,320MILLIONS
Total Number of Accounts39,778ACCOUNTS
Average Account Value$184,012
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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