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.
Jst Investment Consulting
Fried Asset Management, Inc.
|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||3|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.