FIND A FUNDIVEST LTD FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at FUNDIVEST LTD
CRD#: 336269
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for FUNDIVEST LTD Comes From
Understanding the Statistics for FUNDIVEST LTD and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1312 17th Street, Suite 880, Denver, CO 80202
Phone Number
+1 (647) 498-6906
Conflict of interest - Other Business Activities
Broker-dealer (registered or unregistered)
Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at FUNDIVEST LTD
Devlin William Carothers
IAR
RR
CRD#: 4250377
Location:
Vancouver, WA 98684
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
25 years
Richard Gaspare Dragotta
IAR
RR
CRD#: 2056192
Location:
Paramus, NJ 07652
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
34 years
Stephen Albert Zahka
IAR
RR
CRD#: 1183173
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