Betty Tomlinson (CRD# 3025229) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Montrose, CO and has over 26 years of experience in the finance industry.
CRD# 5614989
Cetera Investment Advisers LLC
CRD# 4332791
Raymond James Financial Services Advisors, Inc.
CRD# 7024020
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cimarron Wealth Management (f/k/a Colorado West Investments) | Montrose, CO | Jun 2019 - Current | 4 |
| Lpl Financial LLC | Montrose, CO | Dec 2014 - Current | 9 |
| Cimarron Wealth Management (f/k/a Colorado West Investments) | Montrose, CO | Dec 2014 - Current | 9 |
| Colorado West Investments, Inc. | Montrose, CO | Jun 2019 - Aug 2020 | 1 |
| Strategic Wealth Advisors Group | Montrose, CO | Dec 2014 - Oct 2019 | 4 |
| Bancwest Investment Services/pershing Financial | Montrose, CO | Jul 2012 - Dec 2014 | 2 |
| Bancwest Investment Services Inc./pershing Financial | Montrose, 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 |
- CO
- LA
- TX
-
Total Assets Under Management205MILLIONS
-
Total Number of Accounts986ACCOUNTS
-
Average Account Value$207,526
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CO, FL, LA, TN, TX
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