Francois Giguere (CRD# 6382162) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 9 years of experience in the finance industry. Francois Giguere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
A&i Wealth Management | Lone Tree, CO | Jan 2023 - Current | 1 |
A & I Financial Services LLC | Lone Tree, CO | Jan 2015 - Current | 9 |
Geneos Wealth Management Inc. | Lone Tree, CO | Aug 2014 - Current | 9 |
A & I Financial Services LLC | Englewood, CO | Aug 2014 - Jan 2023 | 8 |
Unemployed | Denver, CO | Jul 2010 - Jul 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CO
-
Total Assets Under Management412MILLIONS
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Total Number of Accounts1,783ACCOUNTS
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Average Account Value$231,125
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, MI, NE, TX, UT
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