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Traci F

Series 66, Series 63

Loveland, CO

Equitable Advisors

Traci Foth is a financial advisor with Equitable Advisors in Loveland, CO, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. She has worked at Equitable Advisors since 2014 and previously was with Axa Advisors, LLC. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Noah B

Series 66

Loveland, CO

Equitable Advisors

Noah Brown is a financial advisor with Equitable Advisors in Loveland, CO, holding a Series 66 designation and seven years of industry experience. Before joining Equitable Advisors in 2019, he worked at Axa Advisors, LLC and Cedrus, and had experience outside finance in painting and healthcare roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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