Craig RichardsCRD Number: 1843427
Current Firm: S&a Financial Services, Inc.
Craig Richards (CRD# 1843427) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 18 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Shepard & Associates, Inc.||Overland Park, KS||Jan 2009 - Current||8|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2005 - Current||11|
|Richards Antiques||Lee's Summit, MO||May 2005 - Current||12|
|Citizens Bank & Trust||Merriam, KS||Oct 2005 - Jan 2009||3|
|Hunter Midwest, Inc.||Merriam, KS||Jan 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
Total Assets Under Management172MILLIONS
Total Number of Accounts557ACCOUNTS
Average Account Value$308,308
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, KS, MO, NE, TX