Richard Dexter (CRD# 7820173) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has 1 year of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spartan Planning & Wealth Management | Greensboro, NC | May 2023 - Current | 1 |
| Intelligent Visibilty | Greensboro, NC | Sep 2017 - Sep 2023 | 6 |
| Sirius Computer Solutions | Greensboro, NC | Jun 2014 - Sep 2017 | 3 |
| One Path | Greensboro, NC | Oct 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- NC
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts892ACCOUNTS
-
Average Account Value$313,522
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, NC
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