Personal Benefit Financial

Personal Benefit Financial (CRD# 112517) is a financial advisory firm headquartered in Lakewood, CO. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
870 Kipling Street, Suite A And B, Lakewood, CO 80215
http://www.pbfadvisors.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Personal Benefit Financial
Showing 1 - 5 of 5 top financial advisors.
1
Larry Blair, financial advisor Lakewood CO
Larry R. Blair
CRD#: 849940
1400 Carr Street, Lakewood, CO 80215

Larry Blair (CRD# 849940) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 40 years of experience in the finance industry.

2
Melissa Constant, financial advisor Lakewood CO
Melissa J. Constant
CRD#: 5149711
870 Kipling Street, Suite A And B, Lakewood, CO 80215

Melissa Constant (CRD# 5149711) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 9 years of experience in the finance industry.

3
John Jones, financial advisor Lakewood CO
John E. Jones
CRD#: 1612249
870 Kipling Street, Suite A And B, Lakewood, CO 80215

John Jones (CRD# 1612249) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has 1 year of experience in the finance industry.

4
Eric Kee, financial advisor Lakewood CO
Eric S. Kee
CRD#: 2718062
870 Kipling Street, Suite A And B, Lakewood, CO 80215

Eric Kee (CRD# 2718062) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 27 years of experience in the finance industry.

5
Sharla Rountree, financial advisor Lakewood CO
Sharla D. Rountree
CRD#: 1790302
870 Kipling St Suite A, Lakewood, CO 80215

Sharla Rountree (CRD# 1790302) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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