Colorado Diversified Financial
Colorado Diversified Financial (CRD# 152315) is a financial advisory firm headquartered in Longmont, CO. They manage $819,940 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$81,994
- 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
Thomas Basil (CRD# 3192909) is an Investment Advisor Representative working at Colorado Diversified Financial in Longmont, CO and has over 18 years of experience in the finance industry. Thomas Basil 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.