Jonathan RichardCRD Number: 4633272
Current Firm: Valic Financial Advisors, Inc.
Jonathan Richard (CRD# 4633272) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Columbus, OH and has 1 year of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Valic Financial Advisors||Auburn Hills, MI||Feb 2003 - Current||13|
|Jonathan M. Richard Company Lpa||Sidney, OH||Sep 2000 - Current||16|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV