Richard Adams, financial advisor Chandler AZ
93 score

Richard Adams

CRD Number: 5558230
Current Firm: H.d. Vest Advisory Services, Inc.

Richard Adams (CRD# 5558230) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Chandler, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
H.d.vest Advisory Services Chandler, AZ Jan 2010 - Current 6
H.d. Vest Investment Services Chandler, AZ Jun 2008 - Current 8
Richard L. Adams, Cpa Gilbert, AZ Feb 2002 - Current 14
Mulkey & Co Pc Chandler, AZ Dec 1986 - Current 30
A&a Materials, Inc. Scottsdale, AZ Jun 1982 - Current 34
A&a Materials, Inc. Scottsdale, AZ May 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Richard L. Adams
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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