Ian RichardsCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management281MILLIONS
Total Number of Accounts122ACCOUNTS
Average Account Value$2,299,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, FL, IL, NM, NY, TX
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