Richard MeagherCRD Number: 2104365
Current Firm: Prime Capital Investment Advisors, LLC
Richard Meagher (CRD# 2104365) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Charlestown, MA and has 1 year of experience in the finance industry. Richard Meagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Prime Capital Investment Advisors, LLC||Overland Park, KS||Dec 2022 - Current||< 1|
|Portfolio Solutions, LLC||Troy, MI||Mar 2021 - Dec 2022||1|
|Unemployed||Boston, MA||Jun 2019 - Mar 2021||1|
|Wellington Management||Boston, MA||Oct 1996 - Jun 2019||22|
Total Assets Under Management16,687MILLIONS
Total Number of Accounts21,894ACCOUNTS
Average Account Value$762,180
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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, WY
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