Gina Varra (CRD# 4508190) is an Investment Advisor Representative working at Varra Wealth Management LLC in Louisville, CO and has over 16 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Varra Wealth Management LLC | Louisville, CO | Dec 2022 - Current | 1 |
| Lpl Financial LLC | Louisville, CO | Nov 2017 - Current | 6 |
| National Planning Corporation | Louisville, CO | Feb 2002 - Nov 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- CO
- NE
- TX
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts958ACCOUNTS
-
Average Account Value$205,198
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, NE, TX
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