Richard PrasserCRD Number: 5274845
Current Firm: J.p. Morgan Securities LLC
Richard Prasser (CRD# 5274845) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Spokane, WA and has over 9 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Jpmorgan Securities LLC||Spokane, WA||Nov 2013 - Current||2|
|Scottrade, Inc.||Spokane, WA||Feb 2008 - Nov 2013||5|
|Fulcrum Investments||Coeur D'alene, ID||Nov 2007 - Feb 2008||< 1|
|Haskins Steel||Spokane, WA||Aug 2007 - Oct 2007||< 1|
|Fatur, Inc.||Spokane, WA||Sep 2006 - Sep 2007||1|
|Northwestern Mutual Investment Services, LLC||Spokane, WA||Feb 2007 - May 2007||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jan 2007 - May 2007||< 1|
|Itt Technical Institute||Spokane, WA||Aug 2006 - Sep 2006||< 1|
|Prime Equipment||Spokane, WA||May 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
|S63||Uniform Securities State Law Examination||Apr 2007|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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