Resource Investment Architects, Inc.

Resource Investment Architects, Inc. (CRD# 111894) is a financial advisory firm headquartered in Petaluma, CA. They manage $353,769,939 in 1,850 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    1,850
    ACCOUNTS
  • Average Account Value
    $191,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, FL, ID, NV, OR, TX, UT, WA

Financial Advisors at Resource Investment Architects, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Scott A. Berg
CRD#: 1053783
Alamo, CA

Scott Berg (CRD# 1053783) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Alamo, CA and has over 34 years of experience in the finance industry.

2
Curtis W. Campbell
CRD#: 2990323
294 East Moana Lane, Suite B-27, Reno, NV 89502

Curtis Campbell (CRD# 2990323) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Reno, NV and has over 22 years of experience in the finance industry.

3
Michael K. Chrysler
CRD#: 2085277
13204 Nw 43rd Court, Vancouver, WA 98685

Michael Chrysler (CRD# 2085277) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Vancouver, WA and has over 30 years of experience in the finance industry.

4
Gerald M. Dorn
CRD#: 4404165
294 East Moana Lane, #b-27, Reno, NV 89502

Gerald Dorn (CRD# 4404165) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Reno, NV and has over 19 years of experience in the finance industry.

5
Anthony J. Duckworth
CRD#: 1865790
11 Petaluma Blvd. N. Suite 205, Petaluma, CA 94952

Anthony Duckworth (CRD# 1865790) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Petaluma, CA and has over 12 years of experience in the finance industry.

6
Glen D. Haddock
CRD#: 1141515
11 Petaluma Blvd. Suite 205, Petaluma, CA 94952

Glen Haddock (CRD# 1141515) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Petaluma, CA and has over 37 years of experience in the finance industry. Glen Haddock 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.

7
Jayson H. Jay
CRD#: 3089234
11 Petaluma Blvd. N. Suite 205, Petaluma, CA 94952

Jayson Jay (CRD# 3089234) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Petaluma, CA and has over 21 years of experience in the finance industry.

8
Stephanie M. Leong
CRD#: 1738387
Santa Rosa, CA

Stephanie Leong (CRD# 1738387) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.

9
Michael J. Lickiss
CRD#: 5135936
3201 Danville Blvd. Suite 200, Alamo, CA 94507

Michael Lickiss (CRD# 5135936) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Alamo, CA and has over 14 years of experience in the finance industry.

10
John H. McKee
CRD#: 1931547
303 Twin Dolphin Drive, 6'th Floor, Redwood Shores, CA 94065

John McKee (CRD# 1931547) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Redwood Shores, CA and has over 31 years of experience in the finance industry.

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