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4 advisors near
81419
within the area shown on the map
Out of 400,000+ nationwide
Harold B
Series 63, Series 65
Paonia, CO
Natural Investments
Harold Brill is a financial advisor at Natural Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with First Affirmative Financial Network LLC and Natural Investment Services, Inc. since 1999. Natural Investments is a values-focused advisory firm serving individuals—including high-net-worth households—as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible mutual funds, ETFs, and separately managed accounts, managing approximately $2.05 billion across a team of 24 advisors.
Adam C
Series 66
Hotchkiss, CO
Arax Advisory Partners
Adam Camacho is a financial advisor at Arax Advisory Partners with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Equitable Advisors, Avera Capital Wealth Management, Cedrus LLC, and SRS Capital Advisors. Outside of his advisory work, he volunteers with the Fellowship of Christian Athletes and serves as treasurer for a local community organization in Hotchkiss, Colorado. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation, with a range of compensation structures including performance-based fees and carried interest.
Gary S
Series 63, Series 66, Series 65
Cedaredge, CO
LPL Financial
Gary Schwartz is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior experience includes roles at BMO Bank, Bank of the West, Thrivent Financial, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.
Beth F
Series 63, Series 65
Austin, CO
OSAIC
Beth French is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Securities America Advisors and SECURITIES AMERICA, Inc., serving in various roles over a combined 10-year period. Outside of her advisory work, she plays piano for the Presbyterian Church of Delta and provides notary services to clients and family members. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated advisers and multiple platforms, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs various portfolio construction tools and supports both proprietary and third-party managed account solutions.
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Finding advisors...
4 advisors near
81419
within the area shown on the map
Out of 400,000+ nationwide