Betty TomlinsonCRD Number: 3025229
Current Firm: Strategic Wealth Advisors Group
Betty Tomlinson (CRD# 3025229) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Montrose, CO and has over 19 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Elderado Financial, Inc.
High Country Capital Management
|Lpl Financial LLC||Montrose, CO||Dec 2014 - Current||3|
|Strategic Wealth Advisors Group||Montrose, CO||Dec 2014 - Current||3|
|Bancwest Investment Services, Inc.||Crested Butte, CO||May 2006 - Dec 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management2,904MILLIONS
Total Number of Accounts13,764ACCOUNTS
Average Account Value$211,000
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MD, MI, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA