Richard Banks, financial advisor Austin TX

Richard Banks

CRD Number: 6685610
Current Firm: Venturi Private Wealth

Richard Banks (CRD# 6685610) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Venturi Wealth Management, LLC Austin, TX Jun 2016 - Current 7
Consero Global, Inc. Austin, TX Jun 2014 - Jun 2016 2
One Live Media Austin, TX Jun 2013 - Jun 2014 1

Richard Banks has no recent exams reported.
Contact Info for Richard M. Banks
Phone Number: (512) 220-2035
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,973
    MILLIONS
  • Total Number of Accounts
    3,588
    ACCOUNTS
  • Average Account Value
    $549,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, KS, LA, OK, TX

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