Richard VillarsCRD Number: 1003507
Current Firm: Smith Group Asset Management
Richard Villars (CRD# 1003507) is an Investment Advisor Representative working at Smith Group Asset Management in Dallas, TX and has over 21 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Smith Asset Management Group, LP||Dallas, TX||Aug 2008 - Current||9|
|Kilauea Concepts Consulting||Surfers Paradise, Qld,||Apr 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management3,380MILLIONS
Total Number of Accounts897ACCOUNTS
Average Account Value$3,768,339
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA, VT, WA, WI
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