David Colliton (CRD# 2988266) is an Investment Advisor Representative working at Primerica Advisors in Denver, CO and has over 25 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Brookfield, WI | Nov 1997 - Current | 26 |
| Primerica Financial Services | Brookfield, WI | Oct 1997 - Current | 26 |
| Fort Net | Fort Collins, CO | Dec 1998 - Dec 2019 | 21 |
| Spectrum Plus Consultants | Wellington, CO | May 1997 - Dec 2019 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- WI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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