Aaron Leatherwood (CRD# 6290648) is an Investment Advisor Representative working at Centerpiece Wealth Advisor in Greenwood Village, CO and has over 8 years of experience in the finance industry. Aaron Leatherwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
College For Financial Planning | Centennial, CO | Mar 2014 - Current | 10 |
Destiny Capital Corporation | Lakewood, CO | May 2019 - Feb 2021 | 1 |
Destiny Capital Securities Corp | Lakewood, CO | May 2019 - Jan 2021 | 1 |
Charles Schwab & Company, Inc. | Lone Tree, CO | Aug 2015 - May 2019 | 3 |
Schwab Private Client Investment Advisors | Lone Tree, CO | Aug 2015 - May 2019 | 3 |
Frontier Wealth Management LLC | Lone Tree, CO | Jan 2015 - Aug 2015 | < 1 |
Cpfa LLC | Greenwood Village, CO | Jan 2007 - Jan 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management104MILLIONS
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Total Number of Accounts61ACCOUNTS
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Average Account Value$1,704,918
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, NC, TX
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