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
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Company Name Location Dates Years
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
Contact Info for Alan H. Richey
Phone Number: (504) 341-9092
Registered State(s):
  • LA
  • CA
  • TX
  • NY
  • WI
  • AZ
  • FL
  • OR
  • OH
  • AL
  • MS
  • WA
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
Advisory Services Offered
  • 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)
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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