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2 advisors near 80815
Out of 400,000+ nationwide
Marcelino D
Series 65
Flagler, CO
Archer Investment Corporation
Marcelino Dodge is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Archer Investment Corporation since 2018 and previously spent 14 years with HD Vest. In addition to his advisory roles, he serves as a director and officer for the Lamar Congregation of Jehovah's Witnesses and is involved with Young Living Essential Oils as an independent contractor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s approach includes comprehensive financial assessments and diversified portfolio construction across various asset classes, offering both hands-on management and model-driven programs.
Tye A
Series 63, Series 65
Flagler, CO
OSAIC
Tye Amendt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Gordon Insurance. He serves as a board member of the Simla Volunteer Fire Department. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to various custodial platforms and third-party managers.
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2 advisors near 80815
Out of 400,000+ nationwide