Richard ZichCRD 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.
Ubs Financial Services Inc.
First Heartland Consultants, Inc.
|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|
Total Assets Under Management257MILLIONS
Total Number of Accounts1,555ACCOUNTS
Average Account Value$165,450
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, KS, TX
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