Matthew RichardsCRD Number: 4481073
Current Firm: Cetera Advisor Networks LLC
Matthew Richards (CRD# 4481073) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in El Segundo, CA and has over 14 years of experience in the finance industry.
|Vsr Financial Services, Inc.||Overland Park, KS||Nov 2015 - Current||1|
|Girard Securities, Inc.||San Diego, CA||Nov 2015 - Current||1|
|Investors Capital Corp||Lynnfield, MA||Feb 2015 - Current||1|
|J.p. Turner & Company, LLC||Atlanta, GA||Feb 2015 - Current||1|
|Legend Equities Corporation||Palm Beach Gardens, FL||Feb 2015 - Current||1|
|First Allied Securities, Inc.||San Diego, CA||Feb 2015 - Current||1|
|Summit Brokerage Services, Inc.||Boca Raton, FL||Feb 2015 - Current||1|
|Cetera Investment Advisers LLC||Schaumburg, CA||Jul 2014 - Current||2|
|Cetera Investment Services LLC||Saint Cloud, MN||Jul 2014 - Current||2|
|Cetera Advisor Networks LLC||El Segundo, CA||Jul 2014 - Current||2|
|Cetera Financial Specialists LLC||Schaumburg, IL||Jul 2014 - Current||2|
|East West Bank||Pasadena, CA||Jan 2013 - Current||4|
|Cetera Investment Services||Saint Cloud, MN||Feb 2013 - Jul 2014||1|
|Comerica Securities, Inc.||Costa Mesa, CA||Sep 2011 - Dec 2012||1|
|Unionbanc Investment Services||Orange, CA||Apr 2007 - Sep 2011||4|
|Citicorp Investment Services||San Juan Capistrano, CA||Apr 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2005|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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