Richard WellerCRD Number: 6241994
Current Firm: Raymond James Financial Services Advisors, Inc.
Richard Weller (CRD# 6241994) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Payson, UT and has over 7 years of experience in the finance industry.
Cetera Advisor Networks LLC
Gradient Advisors, LLC
|Chase Weller||North Richland Hills, TX||Feb 2020 - Current||1|
|Raymond James Financial Services Advisors Inc.||North Richland Hills, TX||Jul 2019 - Current||2|
|Raymond James Financial Services, Inc.||N. Richland Hills, TX||Jan 2019 - Current||2|
|Weller Recreation||Kansas, UT||Sep 2017 - Current||4|
|Helio Training||Salt Lake City, UT||Jan 2017 - Sep 2017||< 1|
|Fidelity Investments||American Fork, UT||Jan 2014 - Jan 2017||3|
|Weller Recreation||Kamas, UT||Jan 2004 - Jan 2014||10|
|Finicity||South Jordan, UT||Oct 2012 - Dec 2012||< 1|
|Federal Financial Group LLC||Draper, UT||Aug 2011 - Apr 2012||< 1|
|Utah Valley University||Orem, UT||Aug 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2014|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- 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)
- Educational seminars/workshops
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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.