Richard ConnettCRD Number: 2680263
Current Firm: Integrity Wealth Partners, LLC
Richard Connett (CRD# 2680263) is an Investment Advisor Representative working at Integrity Wealth Partners, LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry. Richard Connett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Integrity Wealth Partners, LLC||Walnut Creek, CA||Apr 2021 - Current||1|
|Ameriprise Financial Services, Inc.||Walnut Creek, CA||Oct 2009 - Apr 2021||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management173MILLIONS
Total Number of Accounts540ACCOUNTS
Average Account Value$320,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, HI, ID, LA, TX, WA
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