Richard ExcellCRD Number: 5983981
Current Firm: Edward Jones
Richard Excell (CRD# 5983981) is an Investment Advisor Representative working at Edward Jones in Rexburg, ID and has over 4 years of experience in the finance industry.
Educators Financial Assurance
Hornor, Townsend & Kent, Inc.
Cetera Advisors LLC
|Edward Jones||St Louis, MO||Oct 2011 - Current||5|
|First American Title Company||Pocatello, ID||Jan 2008 - Jul 2011||3|
|First American Title Company||Rigby, ID||Mar 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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