Richard Homrich (CRD# 7472729) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Rockford, MI and has over 2 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Grand Rapids, MI | Mar 2023 - Current | 1 |
| Fifth Third Securities | Grand Rapids, MI | Mar 2023 - Current | 1 |
| J.p. Morgan Securities LLC | Comstock Park, MI | Nov 2021 - Feb 2023 | 1 |
| Jpmorgan Chase Bank, N.a. | Comstock Park, MI | Nov 2021 - Feb 2023 | 1 |
| State Of Michigan | White Cloud, MI | Aug 2017 - Oct 2021 | 4 |
| Spectrum Health | Grand Rapids, MI | Feb 2016 - Aug 2017 | 1 |
| Best Buy | Grand Rapids, MI | Jul 2015 - Mar 2016 | < 1 |
| Jw Marriott | Grand Rapids, MI | May 2015 - Jun 2015 | < 1 |
| Hp3 LLC | Grand Rapids, MI | May 2015 - Jun 2015 | < 1 |
| U.s. Security Associates/allied Universal | Grand Rapids, MI | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- MI
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- 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)
- Other
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, VT, WA, WI, WV, WY
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