Amy Warrender (CRD# 6421613) is an Investment Advisor Representative working at Private Capital Management, LLC in Denver, CO and has over 8 years of experience in the finance industry. Amy Warrender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Private Capital Management, LLC | Denver, CO | May 2020 - Current | 4 |
Unemployed | Englewood, CO | Apr 2020 - May 2020 | < 1 |
Hr Block | Denver, CO | Jan 2020 - Apr 2020 | < 1 |
Self-employed | Englewood, CO | Apr 2019 - Jan 2020 | < 1 |
Creative Planning | Englewood, CO | Sep 2017 - Mar 2019 | 1 |
Tiaa | Denver, CO | Nov 2014 - Sep 2017 | 2 |
Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Nov 2014 - Sep 2017 | 2 |
Shine Investment Advisory Services, Inc. | Lone Tree, CO | Nov 2006 - Nov 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- CO
-
Total Assets Under Management1,745MILLIONS
-
Total Number of Accounts3,074ACCOUNTS
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Average Account Value$567,512
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, HI, ID, IL, LA, MT, NC, NE, NJ, NM, NY, TX, VA, WA, WI, WY
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