Richard Seapy, financial advisor Tustin CA

Richard Seapy

CRD Number: 4311214
Current Firm: Glacier Point Advisors, LLC

Richard Seapy (CRD# 4311214) is an Investment Advisor Representative working at Glacier Point Advisors, LLC in Tustin, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Glacier Point Capital LLC Irvine, CA Jul 2008 - Apr 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Richard A. Seapy
Phone Number: 714-573-4062
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $345,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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