Craig Lathram (CRD# 5573621) is an Investment Advisor Representative working at Lathram Financial Group, LLC in Avon, CO and has over 15 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 3169018
Elevate Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vail Associates | Broomfield, CO | Dec 2008 - Current | 15 |
| Lathram Financial Group | Denver, CO | Oct 2008 - Current | 15 |
| Billion Dollar Mentoring | Denver, CO | Dec 2008 - Apr 2018 | 9 |
| Ing Financial Partners, Inc. | Denver, CO | Aug 2008 - Oct 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- CO
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts254ACCOUNTS
-
Average Account Value$272,501
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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