Richard StevensCRD Number: 6063590
Current Firm: Waddell & Reed
Richard Stevens (CRD# 6063590) is an Investment Advisor Representative working at Waddell & Reed in Colorado Springs, CO and has over 4 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Dad, Cfo||Colorado Springs, CO||May 2015 - Current||1|
|Limon Chamber Of Commerce||Limon, CO||Jun 2014 - Current||2|
|Front Range Alliance Church||Colorado Springs, CO||Jan 2014 - Current||2|
|Lams||Colrado Springs, CO||Aug 2013 - Current||3|
|Falcon High School||Falcon, CO||Dec 2012 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Colorado Springs, CO||Nov 2012 - Current||3|
|Waddell & Reed, Inc.||Colorado Springs, CO||May 2012 - Current||4|
|Sevenstar Academy||Cincinnati, OH||Jun 2010 - Current||6|
|Rick & Michelle Stevens||Monument, CO||Jul 2015 - May 2016||< 1|
|College America||Colorado Springs, CO||Oct 2013 - May 2016||2|
|College America||Colorado Springs, CO||Jun 2010 - Jul 2012||2|
|Vista Ridge High School||Colorado Springs, CO||Jun 2010 - May 2012||1|
|Lewis-palmer Dist #38||Monument, CO||Aug 2007 - Aug 2010||3|
|Wheaton Academy||West Chicago, IL||Aug 2000 - Aug 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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
- 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, 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
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