Richard Archer
CRD Number: 2639749
Current Firm: Archer Investment Management
Compensation Model: Fee Only
you.
You’re smart.
You make good money. You have an amazing family. And now… you’re ready to stop “winging it” and take your financial life to the next level.
You may have stock options or benefits packages you need decoded. Or you need to make smart decisions so your retirement nest egg will go the distance.
You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your future secure and financially free.
We’re so glad you found your way to our small corner of the internet! We can’t wait to help you make smart decisions for a great financial future.
us.
Archer is more than your average financial planning firm.
We are straight shooters who aim to make financial planning easy and jargon free.
We have helped countless people like you create a lifetime of security through smart financial choices.
We know your money could work harder for you. And with our help, we will build a full 360° plan that answers all your important questions.
No more worries about if you’ll have enough money to retire.
Gone are the days of stressing about paying for your kid's college.
We plan it and conquer it all, together.
If you’re ready for a team who will be there to support you, cheer you on and celebrate your financial victories as you build (and live) your dream life, you’ve found us!
Archer is that team.
Come join, us and other savvy people like you who are ready to make smart decisions with their money and level up their financial life.
Archer Investment Management is based in Austin and works with clients in person and virtually around the country.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archer Investment Management | Austin, TX | Mar 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 1999 |
- IN
- TX
-
Total Assets Under Management230MILLIONS
-
Total Number of Accounts904ACCOUNTS
-
Average Account Value$253,944
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CO, GA, ID, IN, NC, NJ, TX
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