Richard SeapyCRD Number: 4311214
Current Firm: Glacier Point Advisors, LLC
Richard Seapy (CRD# 4311214) is an Investment Advisor Representative working at Glacier Point Advisors, LLC in Tustin, CA and has over 13 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Glacier Point Capital LLC||Irvine, CA||Jul 2008 - Apr 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management11MILLIONS
Total Number of Accounts49ACCOUNTS
Average Account Value$229,092
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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