Courtney Richars (CRD# 6140046) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
CRD# 5567930
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Phoenix, AZ | Sep 2020 - Current | 3 |
| Assetmark Financial, Inc. | Phoenix, AZ | Dec 2019 - Current | 4 |
| Independent Contractor, Event Management | Chicago, IL | May 2019 - Nov 2019 | < 1 |
| Fanatics | Tampa, FL | Oct 2017 - May 2019 | 1 |
| Chicago Cubs | Chicago, IL | Feb 2017 - Oct 2017 | < 1 |
| Delaware North | Chicago, IL | Sep 2016 - Feb 2017 | < 1 |
| Alliance Residential | Phoenix, AZ | Mar 2016 - Sep 2016 | < 1 |
| Smg - Cox Business Center | Tulsa, OK | Mar 2015 - Mar 2016 | 1 |
| Arizona Coyotes | Glendale, AZ | Sep 2014 - Feb 2015 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2011 - Dec 2014 | 3 |
| Arizona Diamondbacks | Phoenix, AZ | Dec 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
| S63 | Uniform Securities State Law Examination | Dec 2021 |
- AZ
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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