Richard Zurbriggen, financial advisor Fort Myers FL

Richard Zurbriggen

CRD Number: 1461601
Current Firm: Securities America Advisors, Inc.

Richard Zurbriggen (CRD# 1461601) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fort Myers, FL and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Rick Zurbriggen - Landlord Sanibel, FL Jan 2003 - Current 21
Securities America Advisors, Inc. Tinley Park, IL Jan 2001 - Current 23
Securities America, Inc. Tinley Park, IL Dec 2000 - Current 23
Zurbriggen Financial & Insurance Services Sanibel, FL Dec 1983 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Richard A. Zurbriggen
Phone Number: 402-399-9111
Registered State(s):
  • FL
  • IL
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • 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, WY

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