Richard Shields, financial advisor Scottsdale AZ

Richard Shields

CRD Number: 1014307
Current Firm: Synergy Financial Group Of Arizona, LLC

Richard Shields (CRD# 1014307) is an Investment Advisor Representative working at Synergy Financial Group Of Arizona, LLC in Scottsdale, AZ and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Richard K. Shields Scottsdale, AZ Feb 2022 - Current < 1
Bunyan Family Trust Phoenix, AZ Apr 2017 - Current 5
Isagenix Chandler, AZ Feb 2015 - Current 7
United Planners' Financial Services Scottsdale, AZ Aug 2012 - Current 10
Synergy Accounting Solutions, LLC Scottsdale, AZ Jan 2012 - Current 10
Synergy Financial Group Of Arizona, LLC Scottsdale, AZ Apr 2010 - Current 12
Bfe Real Estate, LLC Scottsdale, AZ Jun 2006 - Current 16
Rks Financial Group, LLC Scottsdale, AZ Feb 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
S65 NASAA Investment Advisors Law Examination Jul 1994
Contact Info for Richard K. Shields
Phone Number: 480-264-6070
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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