Tanner Richards, financial advisor Salt Lake City UT

Tanner Richards

CRD Number: 6647220
Current Firm: Fidelity Personal And Workplace Advisors

Tanner Richards (CRD# 6647220) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Salt Lake City, UT Mar 2017 - Current 4
Ussa Park City, UT Jun 2016 - Mar 2017 < 1
Vista Counseling Services Salt Lake City, UT Apr 2014 - Mar 2017 2
Dixon Land Company Salt Lake City, UT Apr 2014 - Mar 2017 2
Life Centre Athletic Club Sandy, UT Apr 2012 - Dec 2016 4
Northwestern Mutual Salt Lake City, UT Apr 2016 - Jun 2016 < 1
Zions Bank Sandy, UT Oct 2013 - Apr 2014 < 1
Climb Works Canopy Gatlinberg, TN Jun 2013 - Aug 2013 < 1
Superior Ski Snowbird, UT Oct 2012 - Apr 2013 < 1
Paramount Acceptance Holladay, UT Nov 2009 - Apr 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2017
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Tanner J. Richards
Phone Number: 617-563-7000
Registered State(s):
  • MO
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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