How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/1/2013 ADDRESS: 8199 THORNTON, CO. DETAILS: Rental property. HOURS DEDICATED (per month unless otherwise indicated): MINIMAL HOURS DURING TRADING: 0 INVESTMENT RELATED: YES Name of Business: Address: Arvada, CO, 80005, United States -Activity Type: Rental Real Estate Position/Title: Owner/Proprietor -Investment Related: Yes Start Date: 07/01/2006 -Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect Rents \n

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Kelly Marie Stewart

Experience: 20 years / 4 firms

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