Richard Zich, financial advisor Tucson AZ

Richard Zich

CRD Number: 7081429
Current Firm: Southwest Investment Advisors, Inc.

Richard Zich (CRD# 7081429) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Southwest Investment Advisors, Inc. Tuscon, AZ Jun 2019 - Current 3
Lpl Financial Tucson, AZ Apr 2019 - Current 3
Coopers Diy, LLC Tucson, AZ Jan 2012 - Apr 2019 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
S63 Uniform Securities State Law Examination May 2019
Contact Info for Richard J. Zich
Phone Number: 520-544-2500
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    1,555
    ACCOUNTS
  • Average Account Value
    $165,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, ID, KS, TX

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