DS
David Stock
from Athenainvest Advisors LLC
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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
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
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting