Tony Richards, financial advisor Greenwood Village CO

Tony Richards

CRD Number: 6223431
Current Firm: Advised Assets Group, LLC

Tony Richards (CRD# 6223431) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pfsinvestments Inc. Montgomery, AL Feb 2017 - Current 4
Primerica Financial Services Montgomery, AL Jun 2015 - Current 6
Tony Richards Insurance Agency Montgomery, AL Mar 2014 - Current 7
State Farm Vp Management Corp Montgomery, AL Jul 2013 - Feb 2015 1
State Farm Insurance Montgomery, AL Jun 2013 - Feb 2014 < 1
Kaplan University Lake Mary, FL Mar 2012 - Jun 2013 1
Liberty Mutual Insurance Company Lake Mary, FL Jun 2009 - Mar 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Tony J. Richards
Phone Number: 844-302-2448
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    62,274
    MILLIONS
  • Total Number of Accounts
    61,221
    ACCOUNTS
  • Average Account Value
    $1,017,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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