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In a deal made in Schwab land, a $1 billion Boulder RIA buys smaller rival but takes the bolder name of its quarry

Sargent Bickham Lagudis rebrands under $250 million AUM Colorado Financial Management in search for newly prosperous clients

Author Lisa Shidler January 21, 2016 at 7:35 PM
no description available
Brad Bickham: We gained geography, great partners and another investment strategy.

Bonnie sheline

Bonnie sheline

June 18, 2018 — 9:44 PM
Mr Bickham made a whopping .6 on a cool million portfolio in 1 1/2 yrs. plus created a headache of tax implications due to excessive trading and mostly at a loss. Thanks but no thanks..........

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