Wealth Advisor
Current
May 2019 - Present
AeroLeads people directory · profile
Bill Caton, Crpc® Email & Phone Number
Wealth Advisor
at
Everest Wealth Advisors
1 work email found
@waddell.com
2 phones found area 303
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Denver Metropolitan Area, United States
Company size
Who is Bill Caton, Crpc®? Overview
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Quick answer
Bill Caton, Crpc® is listed as Wealth Advisor at Everest Wealth Advisors, a with 6 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at waddell.com, phone signal with area code 303, and a matched LinkedIn profile for Bill Caton, Crpc®.
Bill Caton, Crpc® previously worked as Financial Advisor at Waddell & Reed, Inc. and Financial Advisor at Merrill Lynch. Bill Caton, Crpc® holds Organizational Behavior, Finance from University Of Colorado.
Company email context
Email format at Everest Wealth Advisors
This section adds company-level context without repeating Bill Caton, Crpc®'s masked contact details.
*@waddell.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bill Caton, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Bill Caton, Crpc®
Bill assists individuals, families and businesses with a broad array of financial needs. With the support of a full-service brokerage platform, he is able to research and recommend long-term investment strategies and develop customized financial plans. He has passion for building long-lasting, personalized client relationships and takes a holistic view of each client's financial situation.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPCThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Current workplace
Bill Caton, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Everest Wealth Advisors
5 roles
Bill Caton, Crpc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Waddell & Reed, Inc.
My goal is to provide a customized financial plan for each client to help you pursue your individual goals. At Waddell & Reed, we offer a wide range of products and services designed to meet your specific needs built around a high level of quality service. Waddell & Reed is a company that has helped people just like you get where they want to go for more than 80 years.I have my Series 7 and 66 (held through LPL Financial) as well as life and health insurance licenses in Colorado. I can assist you with the following areas:• Financial Planning• Investment Strategies• Portfolio Allocation Strategies• Retirement Planning• Education Funding• Risk Management Strategies• Insurance Strategies• Insurance Portfolio Planning• Tax Planning Strategies• Estate Planning Strategies• Individual Stock, and ETFs• Mutual Fund Investments• Fixed Income Investments• Managed Accounts• Qualified and Non-Qualified Retirement Plans• Annuity, Life, Disability and Long Term Care InsuranceWaddell & Reed does not offer tax or legal advice.
Financial Advisor
Merrill Lynch
Feb 2000 - Jul 2009
Branch Manager
Citywide Banks
Sep 1993 - Feb 2000
Commercial Loan Officer
Colorado National Bank
Mar 1976 - Aug 1993
1 education record
Bill Caton, Crpc® education
-
University Of Colorado
FAQ
Frequently asked questions about Bill Caton, Crpc®
Quick answers generated from the profile data available on this page.
What company does Bill Caton, Crpc® work for?
Bill Caton, Crpc® works for Everest Wealth Advisors.
What is Bill Caton, Crpc®'s role at Everest Wealth Advisors?
Bill Caton, Crpc® is listed as Wealth Advisor at Everest Wealth Advisors.
What is Bill Caton, Crpc®'s email address?
AeroLeads has found 1 work email signal at @waddell.com for Bill Caton, Crpc® at Everest Wealth Advisors.
What is Bill Caton, Crpc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 303 for Bill Caton, Crpc® at Everest Wealth Advisors.
Where is Bill Caton, Crpc® based?
Bill Caton, Crpc® is based in Denver Metropolitan Area, United States while working with Everest Wealth Advisors.
What companies has Bill Caton, Crpc® worked for?
Bill Caton, Crpc® has worked for Everest Wealth Advisors, Waddell & Reed, Inc., Merrill Lynch, Citywide Banks, and Colorado National Bank.
How can I contact Bill Caton, Crpc®?
You can use AeroLeads to view verified contact signals for Bill Caton, Crpc® at Everest Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Bill Caton, Crpc® attend?
Bill Caton, Crpc® holds Organizational Behavior, Finance from University Of Colorado.
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