Vice President of Wealth Management · GHP Investment Advisors Inc
Carin D. Wagner
CRD 2776383 · Named on Form ADV at one SEC-registered adviser
At a glance
GHP Investment Advisors Inc, an SEC-registered wealth manager based in Denver, CO with $3.1 billion in regulatory assets, lists Carin D. Wagner on its Form ADV as Vice President of Wealth Management, a control person.
Firms and roles
- GHP Investment Advisors IncVice President of Wealth ManagementWealth manager · Denver, CO · $3.1B in regulatory assets
AtlasMembers
Carin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (11)
- Brian J. FriedmanPresident, GHP Investment Advisors Inc
- Sebrina C. IveyChief Compliance Officer, GHP Investment Advisors Inc
- Michael T. SullivanVice President of Wealth Management, GHP Investment Advisors Inc
- Deirdre M. McGuireWealth Advisor, GHP Investment Advisors Inc
- Bradley A. EngleDirector of Research, Trading, and Analytics, GHP Investment Advisors Inc
6 more people named with Carin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.