Richard OgelbyCRD Number: 3016215
Current Firm: On Investment Management Co
Richard Ogelby (CRD# 3016215) is an Investment Advisor Representative working at On Investment Management Co in Harrisville, NH and has over 18 years of experience in the finance industry.
Monadnock Capital Partners, LLC
Preferred Tax And Investment Advisors, Inc.
Northwestern Mutual Investment Services,llc
|Polaris Financial Services, Inc.||Keene, NH||Feb 1998 - Current||18|
|The Mortenson Agency Inc.||Keene, NH||Nov 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2006|
Total Assets Under Management832MILLIONS
Total Number of Accounts6,888ACCOUNTS
Average Account Value$120,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV
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