Alan Richey, financial advisor Gretna LA
99 score

Alan Richey

CRD 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.

CONTACT
Advisory Practice Details
Services Offered:
  • Employer retirement plans
  • Charitable planning
  • Estate planning
  • Indexing / passive investing
  • Investment management
  • Career change
  • College preparation
  • Having a child
  • Job loss
  • Retirement planning
  • Sudden wealth
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • Approaching retirement
  • Career changers
  • Mid-career professionals
  • Retirees
  • Young professionals
Investment Strategy:

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Here are some of the benefits my clients receive as a result of working with my office team:

  •  We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
  • Relationships are key. We meet when/how it is convenient for our clients because we recognize the challenging needs of their businesses and their lives.
  • We provide the investments, services and tools our clients need.
  • I am committed to providing exceptional client service, professionalism and reliability to those who choose to do business with me. If that level of service and commitment appeals to you, I would like to speak with you to discuss some ideas.
Planning Process:

Before I can help you identify and work toward your goals, it's critical to understand what is important to you and your family. I believe that following a sytematic approach can help you answer the following questions:

  1. Where are you today with regards to your financial situation and what are your current needs?
  2. What are your financial goals? I can help you set specific financial goals after determining where you are today financially.
  3. Are your goals achievable? We work together to create and implement strategies that can help you reach your goals.
  4. How can you reach your goals? I can help you select the appropriate mix of investments based on your goals, risk tolerance and time frame.
  5. How do you stay on track? We will meet on a regular basis to determine whether any adjustments to your portfolio should be made.

Basically, I focus on helping my clients find talored solutions to reach their unique financial goals.

Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2013 - Current 3
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
Contact Info for Alan H. Richey
Phone Number: (504) 341-9092
Registered State(s):
  • LA
  • CA
  • TX
  • NY
  • WI
  • AZ
  • FL
  • OR
  • OH
  • AL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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BADGES
99
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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