John Richards, financial advisor Salt Lake City UT
93 score

John Richards

CRD Number: 1227341
Current Firm: Packerland Brokerage Services, Inc.

John Richards (CRD# 1227341) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Salt Lake City, UT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services Green Bay, WI Dec 2014 - Current 2
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Nov 2014 < 1
Sammons Securities Company, LLC Ann Arbor, MI Feb 2002 - Aug 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for John L. Richards
Phone Number: 920-662-9500
Registered State(s):
  • AZ
  • UT
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $137,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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