Archer Investment Management

Archer Investment Management (CRD# 146852) is a financial advisory firm headquartered in Austin, TX. They manage $48,702,422 in 372 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $130,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Archer Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Richard J. Archer
CRD#: 2639749
Austin, TX
96
Wealthminder
score

Richard Archer (CRD# 2639749) is an Investment Advisor Representative working at Archer Investment Management in Austin, TX and has over 17 years of experience in the finance industry. Richard Archer 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.

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