Unclaimed Profile

Reed Rummel Mccoy

GHP INVESTMENT ADVISORS INC·DENVER, Colorado

Series 65Clean record12 years registeredGHP INVESTMENT ADVISORS INC

1290 BROADWAY, SUITE 1100, DENVER, CO 80203CRD# 6235375Firm CRD# 107563

Profile Verification

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

Identity

Reed Rummel Mccoy · DENVER, CO

Registration

CRD #6235375 · GHP INVESTMENT ADVISORS INC · 12 years registered

Brand Profile

Not yet started

Career History

ISRAEL INVESTMENT ADVISORS, LLC

Jan 2021 – present

GHP INVESTMENT ADVISORS INC

Jan 2021 – present

GHP INVESTMENT ADVISORS INC

May 2017 – Dec 2020

DENVER, CO

CAPTRUST

Apr 2015 – Mar 2017

RALEIGH, NC

CAPTRUST FINANCIAL ADVISORS OR "CAPTRUST"

Sep 2013 – Apr 2015

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 19, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GHP INVESTMENT ADVISORS INC

CRD 107563 · SEC 801-49990

AUM

$2.4B

Regulatory assets under management

Employees

4,024 client accounts

Services offered by GHP INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GHP INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Reed Rummel Mccoy offer?

Reed Rummel Mccoy specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DENVER, Colorado for a consultation.

What are Reed Rummel Mccoy's credentials?

Reed Rummel Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Reed Rummel Mccoy located?

Reed Rummel Mccoy is based in DENVER, Colorado, working with GHP INVESTMENT ADVISORS INC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Reed Rummel Mccoy charge for services?

Reed Rummel Mccoy's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GHP INVESTMENT ADVISORS INC?

GHP INVESTMENT ADVISORS INC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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