Justin Pritchard (CRD# 4055823) is an Investment Advisor Representative working at Approach Financial Planning in Montrose, CO and has over 23 years of experience in the finance industry. Justin Pritchard 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# 5614989
Cetera Investment Advisers LLC
CRD# 4332791
Raymond James Financial Services Advisors, Inc.
CRD# 7024020
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Approach Financial, Inc. | Montrose, CO | Oct 2018 - Current | 5 |
| Approach Financial, Inc. | Montrose, CO | Jun 2018 - Current | 5 |
| Financial Writing, Inc. | Montrose, CO | Jan 2012 - Current | 12 |
| Approach Financial Planning | Littleton, CO | Apr 2017 - Oct 2018 | 1 |
| Financial Network | Littleton, CO | Jan 2013 - Oct 2018 | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Oct 2018 | 5 |
| Mba Financial Services, LLC | Boulder, CO | Apr 2007 - Aug 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- CA
- CO
- TX
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$181,215
- 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
- Pension consulting services
- Educational seminars/workshops
CA, CO, TX
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