David Colley
Chief Operating Officer, CRUX Wealth Advisors
- Role
- Chief Operating Officer, Crux Wealth Advisors at Crux Wealth Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About David Colley
As COO, I provide leadership over all RIA operations and integrations of major functions…
Experience
Chief Operating Officer, Crux Wealth Advisors
Jan 2020 — Present · Long Beach, CA, US
Advisory services offered through Crux Wealth Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, member FINRA/SIPC.
Education
University of Pennsylvania - The Wharton School
MBA, Business
1990 — 1992
Duke University
BA
1982 — 1986
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