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Featured Business Financial Advisor in Denver, CO
Denver Financial Advisors
Richard McDowell ChFC
6000 East Evans Ave., Building 3 Suite 200
Denver, CO 80222
(303) 759-1110
Advisor Profile
Richard McDowell
Name:  Richard McDowell
Phone Number:  (303) 759-1110
Website:  Visit Website
Disclosure Link:
www.finra.org www.sipc.org

About Richard McDowell ChFC

Small financial planning/wealth management firm, specializing in retirement planning. Primarily fee based with many investment choices/products. My Broker/Dealer is LPL Financial (country's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2016, based on total revenue), so most any product from any company can be offered. I meet with my clients 3 times each year.
LPL Financial, Member FINRA/SIPC
 

General Information

CRD#:    1333800
Insurance License#:    2734
States Licensed in:    CO;AZ
States Willing to do Business in:    Arvada,Aurora,Boulder,Brighton,Broomfield,Castle Rock,Commerce City,Conifer,Denver,Dupont,Englewood,Golden,Henderson,Indian Hills,Kittredge,Lafayette,Littleton,Lone Tree,Louisville,Morrison,Parker,Watkins,Westminster,Wheat Ridge,Colorado & Arizona
Years of Experience in Financial Services:    30+
Number of Years with Current Firm:    15
Work Experience:    30+ years.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 63, Series 65, Series 7, Series 6
Insurance and Annuity Licenses:    Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life
 

Firm Information

Advisor's Number of Clients:    55
Advisor's Number of Managed Clients:    50
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $100,000
 
 
 
Prepared By: Richard McDowell

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