BG
Benjamin Guillon
CIM
Castle Rock, CO 80104
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CRD#: 6658777
BG
Professional summary
Benjamin Guillon, CFA is a registered financial advisor currently at CIM located in Castle Rock, Colorado.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Benjamin has worked at 1 firm .
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.
Table Top Conservation Company - non investment related business - 5400 East Willow Creek Road Castle Rock, CO 80104 - Real Estate company - as needed - Partner
Colorado Mitigation Partners - non investment related business - 5400 East Willow Creek Road Castle Rock, CO 80104 - Real Estate company - as needed - Partner
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Guillon'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®
Experience
Current
January 13, 2017 - Present
CIM
Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104RIA
CRD#: 283978
Castle Rock, CO
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
Colorado(1/13/2017)
Exams
Current Firm
CI
CIM
CIM | CONSERVATION INVESTMENT MANAGEMENT, LLC
CRD#: 283978 / SEC#:
Colorado
Registered Investment Advisory firm - (1/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
115 Wilcox Street Suite 220, Castle Rock, CO 80104
Mailing Address
Phone number
(720) 443-3879
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
CIM
CRD#: 283978Castle Rock, CO 80104TRUST BUT VERIFY
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