Colton Strawn (CRD# 6330870) is an Investment Advisor Representative working at Copperleaf Capital, LLC in Raleigh, NC and has over 6 years of experience in the finance industry. Colton Strawn 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# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copperleaf Capital, LLC | Raleigh, NC | Mar 2022 - Current | 2 |
| Fidelity Investments | Charlotte, NC | Jun 2021 - Mar 2022 | < 1 |
| Lyft | Charlotte, NC | Aug 2019 - Jan 2022 | 2 |
| Uber | Charlotte, NC | Aug 2019 - Jan 2022 | 2 |
| The Vanguard Group, Inc. | Charlotte, NC | Jan 2018 - Jun 2021 | 3 |
| State Farm | Athens, GA | Oct 2014 - Jan 2018 | 3 |
| Signature Fd | Atlanta, GA | May 2017 - Aug 2017 | < 1 |
| Publix Supermarkets | Athens, GA | Aug 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- NC
- TX
-
Total Assets Under Management186MILLIONS
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Total Number of Accounts893ACCOUNTS
-
Average Account Value$208,009
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, KS, NC, SC, TX, VA
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