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.
CRD# 5400841
Transamerica Financial Advisors, Inc.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Financial
| 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 |
- AZ
-
Total Assets Under Management34MILLIONS
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Total Number of Accounts315ACCOUNTS
-
Average Account Value$106,349
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ
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