Betty
Tomlinson
Cimarron Wealth Management, Inc
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About this Advisor
Betty Tomlinson is a financial advisor based in Montrose, Colorado, working with Cimarron Wealth Management, Inc. Betty has previously held positions at Bancwest Investment Services Inc/Pershing Financial, Bancwest Investment Services/Pershing Financial, Lpl Financial LLC, Strategic Wealth Advisors Group, Cimarron Wealth Management (F/K/A Colorado West Investments), and Colorado West Investments, Inc. Betty has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado, Louisiana, and Texas. Currently, Betty is part of Cimarron Wealth Management, Inc, which operates out of Montrose, Colorado. The firm has 1 office and 11 employees. The firm manages assets totaling $204.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cimarron Wealth Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cimarron Wealth Management, Inc Brokerage Details
$204,620,144
11
986
$207,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Betty Tomlinson Work History
Cimarron Wealth Management (F/K/A Colorado West Investments)
Lpl Financial LLC
Cimarron Wealth Management (F/K/A Colorado West Investments)
Colorado West Investments, Inc
Strategic Wealth Advisors Group
Bancwest Investment Services/Pershing Financial
Bancwest Investment Services Inc/Pershing Financial
Disclosures
Please visit the SEC profile of Betty Tomlinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cimarron Wealth Management, Inc
Gunnison, CO
Montrose, CO
Gunnison, CO
Montrose, CO
Gunnison, CO
Gunnison, CO
Montrose, CO
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