Michael Richey (CRD# 6516558) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 4 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Procourse Fiduciary Advisors LLC | Carmel, IN | Jun 2019 - Current | 4 |
Procourse Fiduciary Advisors, LLC | Carmel, IN | Nov 2018 - Current | 5 |
Mml Investors Services | Indianapolis, IN | Aug 2015 - Current | 8 |
Mass Mutual Life Insurance Company | Indianapolis, IN | May 2015 - Current | 8 |
Student | Zionsville, IN | Jun 2005 - Current | 18 |
Buckeye Corrugated | Indianapolis, IN | Jun 2017 - Oct 2018 | 1 |
Archway Technology Partners, LLC | Indianapolis, IN | Jul 2016 - Jun 2017 | < 1 |
Student | West Lafayette, IN | Jan 2008 - Jun 2016 | 8 |
Westpoint Financial Group | Indianapolis, IN | May 2015 - Mar 2016 | < 1 |
Paradigm Properties | West Lafayette, IN | Mar 2014 - May 2015 | 1 |
Scott Group Benefit Specialists LLC | Indianapolis, IN | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- IN
-
Total Assets Under Management4,412MILLIONS
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$14,052,475
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
IL, IN, KY, LA, MI, SC, WI
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