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Colby S. Van Sickler

F3 WEALTH MANAGEMENT
Arlington, TX
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CRD#: 4370695
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Professional summary


Colby Scot Van Sickler is a registered financial advisor currently at F3 WEALTH MANAGEMENT, LLC located in Arlington, Texas.

Colby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Colby has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
F3 WEALTH MANAGEMENT LLC - INSURANCE SERVICES - 2003 Lake Country Dr. Arlington, TX 76012 - NON-VARIABLE INSURANCE - 50% OF TIME SPENT - LIFE, HEALTH, DISABILITY, LTC, FIXED ANNUITIES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Colby Scot Van Sickler's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 9, 2015 - Present

F3 WEALTH MANAGEMENT, LLC

RIA
CRD#: 281633
Arlington, TX
Past

June 30, 2014 - November 2, 2015

LEVEL FOUR ADVISORY SERVICES

RIA
CRD#: 134086
ARLINGTON, TX
Past

June 27, 2014 - November 11, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
ARLINGTON, TX
Past

September 22, 2009 - June 27, 2014

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
ARLINGTON, TX
Past

September 22, 2009 - June 27, 2014

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
ARLINGTON, TX
Past

March 24, 2004 - September 28, 2009

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
ARLINGTON, TX
Past

March 24, 2004 - September 28, 2009

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ARLINGTON, TX
Past

October 16, 2003 - July 2, 2004

W.H. STUART INVESTMENT ADVISORY CORPORATION

RIA
CRD#: 127882
MURRAY, UT
Past

October 7, 2003 - May 13, 2004

STUART SECURITIES CORP.

BD
CRD#: 47076
NORCROSS, GA
Past

April 1, 2003 - October 1, 2003

OSAIC WEALTH, INC.

RIA
CRD#: 23131
MURRAY, UT
Past

December 18, 2001 - October 1, 2003

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

March 23, 2001 - December 20, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(11/9/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/16/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FW
F3 WEALTH MANAGEMENT, LLC
CITADEL WEALTH MANAGEMENT LLC | F3 WEALTH MANAGEMENT, LLC

CRD#: 281633 / SEC#:

Texas
Registered Investment Advisory firm - (2/29/2016 Approved)
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Contact information


Main Address
Arlington, TX
Mailing Address
Phone number
(817) 898-8700
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts41
AUM (Assets Under Management)$ 8,381,439

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


F3 WEALTH MANAGEMENT, LLC

CRD#: 281633Arlington, TX

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