Richmond Agyekum (CRD# 7081939) is an Investment Advisor Representative working at Advice And Planning Services in Forney, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | May 2019 - Current | 4 |
| Tiaa | Lewisville, TX | May 2019 - Current | 4 |
| Amerisourcebergen (lash Group) | Frisco, TX | Sep 2018 - May 2019 | < 1 |
| Risacare Venture | Carrollton, TX | Jan 2018 - Jan 2019 | 1 |
| Davita Rx | Coppell, TX | Jul 2017 - Sep 2018 | 1 |
| Uber | Carrollton, TX | Jan 2016 - Jul 2017 | 1 |
| Amerisourcebergen (lash/usbioservices) | Frisco, TX | Feb 2016 - Jan 2017 | < 1 |
| Eminent Home Healthcare | Dallas, TX | Aug 2015 - Jan 2016 | < 1 |
| Las Colinas Pharmacy | Irving, TX | Jul 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
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