Michael RichardsCRD Number: 6276762
Current Firm: City National Securities, Inc.
Michael Richards (CRD# 6276762) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 3 years of experience in the finance industry. Michael Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|City National Bank||Los Angeles, CA||Jun 2010 - Current||7|
|Wells Fargo Bank||Santa Monica, CA||Aug 2008 - Jun 2010||1|
|Student||Los Angeles, CA||Sep 1990 - Jun 2010||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management668MILLIONS
Total Number of Accounts1,036ACCOUNTS
Average Account Value$645,239
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, NV, NY, TX