Richard WebdellCRD Number: 4428731
Current Firm: Resources Investment Advisors
Richard Webdell (CRD# 4428731) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 15 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Lpl Financial, LLC||Overland Park, KS||Dec 2014 - Current||3|
|Resources Investment Advisors||Overland Park, KS||Dec 2014 - Current||3|
|Questar Capital Corporation||Minneapolis, MN||Aug 2012 - Dec 2014||2|
|Questar Asset Management||Minneapolis, MN||Aug 2012 - Dec 2014||2|
|Axa Advisors, LLC||New York, NY||Jan 2002 - Aug 2012||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management4,124MILLIONS
Total Number of Accounts3,881ACCOUNTS
Average Account Value$1,062,669
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA
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