Alan RicheyCRD Number: 6149527
Current Firm: Edward Jones
Compensation Model: Both
Alan Richey (CRD# 6149527) I partner with my clients to define their long-term financial goals and create tailored solutions to achieve them. Whether your needs include planning for retirement, planning for a small business or saving for a child's college education, I can help you pursue your financial goals through a wide array of investments and services. I'd like to have the opportunity to speak with you and find out how our services can help you pursue future investment goals.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
Deane Retirement Strategies, Inc.
|Edward Jones||St Louis, MO||Feb 2013 - Current||4|
|Zander Healthcare Management Solutions||New Orleans, LA||Mar 2012 - Feb 2013||< 1|
|Starwood Hotels And Resorts||New Orleans, LA||Aug 1999 - Mar 2012||12|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Mar 2013|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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