Riley
Thoubboron

Fpfoco

CRD#6506221
Investment Advisor
in Fort Collins, CO

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About this Advisor

Riley Thoubboron is a financial advisor based in Fort Collins, Colorado, working with Fpfoco. Riley has previously held positions at Equity Services Inc, Endicott College, East Coast Asset Management, Raymond James & Associates, Inc, The Millstone Evans Group, LLC, and Fort Collins Tax Service, LLC Dbafinancial Planning Fort Collins. Riley has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Louisiana, and Oregon. Currently, Riley is part of Fpfoco, which is located in Fort Collins, Colorado. The firm has 4 employees and manages assets totaling $110.0 million. Fpfoco serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fpfoco includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

375 E. Horsetooth Rd. Bldg. 3, Ste. 203
Fort Collins, CO 80525-3197

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Fpfoco Brokerage Details

Total Assets Under Management

$109,992,216

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

436

CO Average: 1,101
Average Account Size

$252,276

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Riley Thoubboron Work History

2023 - Present (2 years)

Fort Collins Tax Service, LLC Dbafinancial Planning Fort Collins

2021 - 2023 (2 years)

The Millstone Evans Group, LLC

2019 - 2021 (2 years)

Raymond James & Associates, Inc

2016 - 2019 (3 years)

Equity Services Inc

2015 - 2015 (< 1 year)

East Coast Asset Management

2012 - 2016 (4 years)

Endicott College

Disclosures

Please visit the SEC profile of Riley Thoubboron 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 Fpfoco

Regina Neenan
Fort Collins, CO
Riley Thoubboron
Fort Collins, CO
Jason Speciner
Fort Collins, CO

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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