Richard Bennett, financial advisor Cedar Rapids IA

Richard Bennett

CRD Number: 858716
Current Firm: Nations Financial Group, Inc.

Richard Bennett (CRD# 858716) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Nations Financial Group, Inc. Cedar Rapids, IA Oct 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1980
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Richard S. Bennett
Phone Number: 319-393-9541
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    3,011
    MILLIONS
  • Total Number of Accounts
    9,788
    ACCOUNTS
  • Average Account Value
    $307,668
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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