Richard Otto (CRD# 2310889) is an Investment Advisor Representative working at Edward Jones in Alliance, NE and has over 30 years of experience in the finance industry.
CRD# 6604000
Edward Jones
CRD# 5743561
Raymond James Financial Services Advisors, Inc.
CRD# 4255907
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward D. Jones & Company, LP | Tipton, IA | Nov 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- NE
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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