Richard Chester (CRD# 2664105) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 28 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carson Advisory Group | Athens, GA | Feb 1999 - Current | 25 |
| Raymond James Financial Services, Inc. | Athens, GA | Jun 1995 - Current | 28 |
| Chester Wealth Management, Inc. | Watkinsville, GA | Jan 2003 - Oct 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- GA
- TX
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Total Assets Under Management695MILLIONS
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Total Number of Accounts2,062ACCOUNTS
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Average Account Value$337,013
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MD, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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