Ian Richards, financial advisor Dallas TX

Ian Richards

CRD Number: 7470531
Current Firm: Service Academy Capital Management LLC

Ian Richards (CRD# 7470531) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Service Academy Capital Management Dallas, TX Nov 2021 - Current < 1
Service Academy Capital Management, LLC Dallas, TX Nov 2021 - Current < 1
Beaird Harris Dallas, TX Dec 2019 - Oct 2021 1
Burchell Denson And Morrison Abilene, TX Jun 2014 - Nov 2019 5
Student Abilene, TX Nov 2011 - May 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Ian Richards
Phone Number: 4248354147
Firm Website: https://www.sacmgt.com
Registered State(s):
  • TX
Current Firm Details
By the Numbers
  • Total Assets Under Management
    281
    MILLIONS
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $2,299,420
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, NM, NY, TX

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