A complete list of active advisors currently associated with First Western Securities, Inc.

Warmer can help you find a great advisor at First Western Securities, Inc. or one who fits your needs even better.

First Western Securities, Inc. provides fee‑based investment advisory and portfolio management services primarily to individual clients — including high net worth individuals — and also serves corporations and retirement plan accounts. The firm manages accounts on both discretionary and non‑discretionary bases through a team of six registered advisors and reports approximately $41.7 million in assets under management. The firm follows a tactical allocation approach intended to reduce risk and pursue improved returns, using a broad set of instruments such as exchange‑listed and over‑the‑counter securities, options, mutual funds, variable life and annuity products, and interests in real estate and oil and gas partnerships to tailor portfolios to client objectives. FWS customizes allocations for each client, may use cash positions as hedges, and documents risks associated with market movement and strategy divergence. First Western operates as both a registered investment adviser and a FINRA‑member broker‑dealer, and the brochure notes the firm spends a substantial portion of its business on broker‑dealer activity with all advisors dually registered; advisory recommendations can be executed through the affiliated broker and may generate commission compensation. Advisors also sell life, health, and long‑term care insurance and the firm may receive solicitor fees from third‑party money managers, disclosures the firm identifies as potential conflicts of interest that it manages and discloses to clients.

To learn more about the advisors currently working at First Western Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.