Richard McElreath, financial advisor Amarillo TX
83 score

Richard McElreath

CRD Number: 3034037
Current Firm: Spring Capital Management

Richard McElreath (CRD# 3034037) is an Investment Advisor Representative working at Spring Capital Management in Amarillo, TX and has over 20 years of experience in the finance industry.

Similar Advisors
Charlotte Adams, financial advisor Amarillo TX
Charlotte A. Adams
CRD# 1062124
Money Methods
Similar Advisors
Dale Buckner, financial advisor Amarillo TX
Dale E. Buckner
CRD# 1838126
Dale Buckner, Inc.
Similar Advisors
George Cason, financial advisor Amarillo TX
George B. Cason
CRD# 1446153
Cason Capital Management Ltd.
Company Name Location Dates Years
Spring Capital Management, LLC Amarillo, TX Feb 2016 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Feb 2014 - Current 4
Argentus Advisors Dallas, TX Oct 2008 - May 2017 8
Argentus Securities Dallas, TX Oct 2008 - Feb 2014 5
Financial Counseling Corporation Dallas, TX Oct 2008 - Dec 2008 < 1
Wachovia Securities, LLC Amarillo, TX Jan 2008 - Oct 2008 < 1
Wachovia Securities, LLC Amarillo, TX Jan 2008 - Oct 2008 < 1
A. G. Edwards & Sons, Inc. Amarillo, TX Mar 1998 - Oct 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Richard E. McElreath
Phone Number: 806-322-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.