David Richards, financial advisor Frisco TX

David Richards

CRD Number: 2462119
Current Firm: Generational Wealth Advisors

David Richards (CRD# 2462119) is an Investment Advisor Representative working at Generational Wealth Advisors in Frisco, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Talis Advisory Services, LLC Plano, TX Jun 2015 - Current 8
Smart Motion Aviation Frisco, TX Feb 2001 - Current 23
American Airlines Fort Worth, TX May 1986 - Current 37
Index Fund Advisors, Inc. Irvine, CA Jul 2014 - Jun 2015 < 1
Leading Edge Financial Services, LLC Frisco, TX Nov 2008 - Jun 2014 5
Cambridge Investment Research, Inc. Fairfield, IA Dec 2004 - Jun 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Jul 1999
Disclosure Information

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
Contact Info for David B. Richards
Phone Number: 972-378-1795
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    366
    MILLIONS
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $648,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, IL, LA, MI, NC, NY, TX

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