Richard Bebo, financial advisor Sandy UT
96 score

Richard Bebo

CRD Number: 1397648
Current Firm: Royal Alliance Associates, Inc.

Richard Bebo (CRD# 1397648) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Sandy, UT and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Sandy, UT Dec 2001 - Current 15
Richard L. Bebo, Chfc Clu Sandy, UT Nov 1985 - Current 31
Stone Hill Advisory Services, Inc. Salt Lake City, UT Jul 2002 - Jan 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
Contact Info for Richard L. Bebo
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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