Richard CollopCRD Number: 4537704
Current Firm: Visionary Wealth Advisors, LLC
Richard Collop (CRD# 4537704) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry. Richard Collop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Visionary Wealth Advisors, LLC||Fenton, MO||Aug 2014 - Current||3|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Oct 2013 - Aug 2014||< 1|
|Northwestern Mutual Investment Services, LLC||Chesterfield, MO||Jul 2008 - Aug 2014||6|
|Northwestern Mutual Investment Services, LLC||St Louis, MO||Jun 2002 - Aug 2014||12|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2002 - Aug 2014||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Civil Judgement
Total Assets Under Management348MILLIONS
Total Number of Accounts1,731ACCOUNTS
Average Account Value$200,867
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, KS, MO, MS, NC, PA, TN, TX, VA
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