Financial ADVSR advisor directory · SEC adviser records
Aqi financial advisors in Colorado
Every SEC-registered investment adviser representative at a Aqi office in Colorado, by city and A to Z.
The short answer
3 registered advisors work at Aqi in Colorado, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Lone Tree (3). 0 list the CFP designation and 0 are also registered broker representatives.
Aqi advisors by city in Colorado
Every firm in Colorado →Aqi advisors in Colorado, A to Z
Search by name →- Austin ChambersLone Tree
- Boman B. StaceyLone Tree
- Jeffrey WrayLone Tree · Chartered Financial Analyst
Aqi advisors in every state →Aqi: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Aqi financial advisors are in Colorado?
3 investment adviser representatives are registered at Aqi offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Aqi have the most advisors?
Lone Tree, with 3. Aqi has advisors in 1 city in Colorado.
How do I check a Aqi advisor in Colorado?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Aqi office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.