Richard Schultz, financial advisor Ashland OR

Richard Schultz

CRD Number: 4721432
Current Firm: Schultz And Associates Inc.

Richard Schultz (CRD# 4721432) is an Investment Advisor Representative working at Schultz And Associates Inc. in Ashland, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Schultz And Associates Inc. Ashland, OR Mar 1981 - Current 43

Richard Schultz has no recent exams reported.
Contact Info for Richard W. Schultz
Phone Number: 541-482-5170
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $199,814
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

OR

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