Unclaimed Profile

Rebecca Luzzi Colafrancesco

SEAMOUNT FINANCIAL GROUP INC·COLORADO SPRINGS, Colorado

Clean recordSEAMOUNT FINANCIAL GROUP INC

90 SO CASCADE AVENUE, COLORADO SPRINGS, CO 80903CRD# 4628242Firm CRD# 107834

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Luzzi Colafrancesco · COLORADO SPRINGS, CO

Registration

CRD #4628242 · SEAMOUNT FINANCIAL GROUP INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rebecca Luzzi Colafrancesco is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with SEAMOUNT FINANCIAL GROUP INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SEAMOUNT FINANCIAL GROUP INC

AUM

$605M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SEAMOUNT FINANCIAL GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4628242

Firm CRD# 107834

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rebecca Luzzi Colafrancesco offer?

Rebecca Luzzi Colafrancesco specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Rebecca Luzzi Colafrancesco's credentials?

Rebecca Luzzi Colafrancesco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Luzzi Colafrancesco located?

Rebecca Luzzi Colafrancesco is based in COLORADO SPRINGS, Colorado, working with SEAMOUNT FINANCIAL GROUP INC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Rebecca Luzzi Colafrancesco charge for services?

Rebecca Luzzi Colafrancesco's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEAMOUNT FINANCIAL GROUP INC?

SEAMOUNT FINANCIAL GROUP INC has approximately 10 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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