Cara Chafetz
Cara Chafetz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
421 N. Tejon Street, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cara works as a financial advisor at Bank of Colorado through Raymond James, dedicating about half of her time to this role. She also spends minimal time as an associate/employee for Bank of Colorado Investment Services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Invesco Aim Distributors, INC.Broker
Invesco Distributors, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.