Richard Labrum (CRD# 2226394) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Murrieta, CA and has over 31 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 5440273
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelligence Driven Advisers, LLC | Murrieta, CA | Dec 2018 - Current | 5 |
| International Assets Advisory | Orlando, FL | Nov 2014 - Current | 9 |
| Labrum Wealth Management, LLC | Murrieta, CA | Nov 2009 - Mar 2019 | 9 |
| Gradient Securities, LLC | Murrieta, CA | Feb 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management978MILLIONS
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Total Number of Accounts1,002ACCOUNTS
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Average Account Value$975,943
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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