Marlys Raycraft (CRD# 7638789) is an Investment Advisor Representative working at Matter Family Office in Denver, CO and has 1 year of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 4618120
Thrivent Advisor Network, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matter Family Office | Denver, CO | Jul 2022 - Current | 1 |
| Ascent Private Capital Management | Denver, CO | Oct 2015 - Jul 2022 | 6 |
| Guaranty Bank And Trust | Denver, CO | Dec 2013 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CO
- MO
-
Total Assets Under Management3,390MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$14,485,991
- 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 pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, CT, IL, MO, NY, TX
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