Athol Bias (CRD# 2858376) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Castalia, OH and has over 26 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 2470574
Raymond James Financial Services Advisors, Inc.
CRD# 5590292
Pnc Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Memphis, TN | Jul 2022 - Current | 1 |
| B. Riley Wealth Management | Sandusky, OH | Mar 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
- OH
- TX
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Total Assets Under Management7,645MILLIONS
-
Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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