Richard Barkley, financial advisor Boerne TX

Richard Barkley

CRD Number: 6817585
Current Firm: Prime Capital Investment Advisors, LLC

Richard Barkley (CRD# 6817585) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Boerne, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Prime Capital Investment Advisors, LLC Overland Park, KS Nov 2018 - Current 2
Private Client Services Boerne, TX Nov 2018 - Nov 2019 1
Securian Financial Services Inc. St. Paul, MN May 2018 - Nov 2018 < 1
Minnesota Life Insurance Co St. Paul, MN May 2018 - Nov 2018 < 1
Symmetry Financial Solutions San Antonio, TX May 2018 - Nov 2018 < 1
Champion Group San Antonio, TX Jun 2017 - Apr 2018 < 1
Ironwood Midstream San Antonio, TX Jan 2015 - Aug 2017 2
Focused Fitness / Athletic Republic Boerne, TX Jan 2012 - Jan 2017 5
Unemloyed Boerne, TX Jan 2011 - Jan 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
S63 Uniform Securities State Law Examination Aug 2017
Contact Info for Richard B. Barkley
Phone Number: (800) 493-6226
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    12,483
    MILLIONS
  • Total Number of Accounts
    9,409
    ACCOUNTS
  • Average Account Value
    $1,326,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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