Presidential Brokerage, Inc.

Presidential Brokerage, Inc. (CRD# 28784) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $86,136,813 in 1,070 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $80,502
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MN, TX

Financial Advisors at Presidential Brokerage, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Malcolm A. Horn
CRD#: 4400073
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
101
Wealthminder
score

Malcolm Horn (CRD# 4400073) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 16 years of experience in the finance industry. Malcolm Horn 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.

2
Taylor T. Leary
CRD#: 5714749
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
96
Wealthminder
score

Taylor Leary (CRD# 5714749) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 8 years of experience in the finance industry. Taylor Leary 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.

3
Lawrence K. Vassar
CRD#: 705481
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
96
Wealthminder
score

Lawrence Vassar (CRD# 705481) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 35 years of experience in the finance industry. Lawrence Vassar 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.

4
Marilyn S. Weaver
CRD#: 1173151
5445 Dtc Parkway Suite 1050, Greenwood Village, CO 80111
96
Wealthminder
score

Marilyn Weaver (CRD# 1173151) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 33 years of experience in the finance industry. Marilyn Weaver 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.

5
Cory R. Davern
CRD#: 2945772
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

Cory Davern (CRD# 2945772) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 20 years of experience in the finance industry.

6
John A. Dupriest
CRD#: 1507989
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

John Dupriest (CRD# 1507989) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 25 years of experience in the finance industry.

7
Bruce A. Larsen
CRD#: 3172376
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

Bruce Larsen (CRD# 3172376) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 19 years of experience in the finance industry.

8
Lorne H. Levy
CRD#: 5581130
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

Lorne Levy (CRD# 5581130) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 9 years of experience in the finance industry.

9
William R. Nelson
CRD#: 4797755
Las Vegas, NV
93
Wealthminder
score

William Nelson (CRD# 4797755) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Las Vegas, NV and has over 14 years of experience in the finance industry.

10
Dean A. Vernoia
CRD#: 1723925
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

Dean Vernoia (CRD# 1723925) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 30 years of experience in the finance industry.

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