David Stock

from Athenainvest Advisors LLC
SEC regulated
Regulated Investment Advisor
David Stock is a financial advisor based in Colorado, Greenwood Village, with 18 years of experience. David currently works for Athenainvest Advisors LLC. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Stock works at Athenainvest Advisors LLC
Athenainvest Advisors LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $92,703,211 of assets under management and employs about 7 people. Athenainvest Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
5340 S. Quebec St., Suite 320-s, Greenwood Village, Colorado, 80111

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