Dustin Richards (CRD# 7816734) is an Investment Advisor Representative working at Summit Global Investments, LLC in Snowflake, AZ and has 1 year of experience in the finance industry.
CRD# 1002206
Mccauley Investment Advisory, LLC
CRD# 5174444
Edward Jones
CRD# 6165686
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Global Investments | Bountiful, UT | Sep 2023 - Current | < 1 |
| Dustin Richards Cpa | Snowflake, AZ | Feb 2022 - Current | 2 |
| Allied Anesthesia | Orange, CA | Jul 2021 - Feb 2022 | < 1 |
| Summit Healthcare Regional Medical Center | Snow Low, AZ | May 2018 - Jul 2021 | 3 |
| Deloitte | Phoenix, AZ | Oct 2017 - May 2018 | < 1 |
| Summit Healthcare Regional Medical Center | Snow Low, AZ | Apr 2016 - Oct 2017 | 1 |
| Deloitte | Phoenix, AZ | Jan 2016 - Apr 2016 | < 1 |
| Brigham Young University | Provo, UT | Aug 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- AZ
-
Total Assets Under Management2,029MILLIONS
-
Total Number of Accounts6,110ACCOUNTS
-
Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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