Betty Tomlinson, financial advisor Montrose CO
93 score

Betty Tomlinson

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Montrose, CO Dec 2014 - Current 2
Strategic Wealth Advisors Group Montrose, CO Dec 2014 - Current 2
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
Contact Info for Betty J. Tomlinson
Phone Number: 650-571-1934
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,312
    MILLIONS
  • Total Number of Accounts
    7,978
    ACCOUNTS
  • Average Account Value
    $164,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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