Anthony Rich, financial advisor Kirkwood MO
89 score

Anthony Rich

CRD Number: 6296842
Current Firm: Cambridge Investment Research Advisors, Inc.

Anthony Rich (CRD# 6296842) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kirkwood, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2015 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2015 - Current 1
Missouri Air National Guard Whiteman Afb, MO Mar 2012 - Current 4
Universal Financial Planning Consultants, Inc. Kirkwood, MO Aug 2014 - Sep 2015 1
Lpl Financial Kirkwood, MO Feb 2014 - Sep 2015 1
Lift For Life Gym (non-profit) Saint Louis, MO Jan 2012 - Sep 2012 < 1
Ymca St. Louis, MO Jan 2012 - Apr 2012 < 1
Terrace View Restaurant St. Louis, MO May 2011 - Dec 2011 < 1
U.s. Air Force Kirkwood, MO Feb 2007 - May 2011 4
Cheddar's Restaurant Florence, KY Jun 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Anthony D. Rich
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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