Michael Richards, financial advisor Saint Petersburg FL
89 score

Michael Richards

CRD Number: 5336468
Current Firm: Legend Advisory Corporation

Michael Richards (CRD# 5336468) is an Investment Advisor Representative working at Legend Advisory Corporation in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Advisory Corporation Palm Beach Gardens, FL Apr 2014 - Current 2
Legend Equities Corporation Palm Beach Gardens, FL Mar 2014 - Current 2
Cruiseone Vero Beach, FL May 2012 - Current 4
Legend Equities Corporation Palm Beach Gardens, FL Dec 2007 - Apr 2012 4
Ing Financial Partners, Inc. Des Moines, IA Jun 2007 - Dec 2007 < 1
Unemployed Fort Lauderdale, FL Jan 2007 - Jun 2007 < 1
Sakana Tampa, FL Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Michael T. Richards
Phone Number: (866) 774-8671
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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