Richards, Merrill & Peterson, Inc.

Richards, Merrill & Peterson, Inc. (CRD# 117175) is a financial advisory firm headquartered in Spokane, WA. They manage $55,892,632 in 129 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $433,276
Compensation Options
  • A percentage of assets under your management
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
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.

CA, ID, WA

Financial Advisors at Richards, Merrill & Peterson, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Monique C. Corigliano
CRD#: 1497927
One Skywalk, U.s. Bank Bldg, 422 West Riverside, Spokane, WA 99201
96
Wealthminder
score

Monique Corigliano (CRD# 1497927) is an Investment Advisor Representative working at Richards, Merrill & Peterson, Inc. in Spokane, WA and has over 14 years of experience in the finance industry. Monique Corigliano 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.

2
Thomas B. Kendall
CRD#: 4160361
One Skywalk, U.s. Bank Bldg, 422 West Riverside, Spokane, WA 99201
93
Wealthminder
score

Thomas Kendall (CRD# 4160361) is an Investment Advisor Representative working at Richards, Merrill & Peterson, Inc. in Spokane, WA and has over 16 years of experience in the finance industry.

3
John S. Larson
CRD#: 1368801
One Skywalk, U.s. Bank Bldg, 422 West Riverside, Spokane, WA 99201
93
Wealthminder
score

John Larson (CRD# 1368801) is an Investment Advisor Representative working at Richards, Merrill & Peterson, Inc. in Spokane, WA and has over 31 years of experience in the finance industry.

4
Steven R. Larson
CRD#: 1029292
One Skywalk, U.s. Bank Bldg, 422 West Riverside, Spokane, WA 99201
93
Wealthminder
score

Steven Larson (CRD# 1029292) is an Investment Advisor Representative working at Richards, Merrill & Peterson, Inc. in Spokane, WA and has over 16 years of experience in the finance industry.

5
Mark J. Calkins
CRD#: 6369006
One Skywalk, U.s. Bank Bldg, 422 West Riverside, Spokane, WA 99201
88
Wealthminder
score

Mark Calkins (CRD# 6369006) is an Investment Advisor Representative working at Richards, Merrill & Peterson, Inc. in Spokane, WA and has over 2 years of experience in the finance industry.

6
Frederic A. Lefriec
CRD#: 6599003
One Skywalk, U.s. Bank Bldg, 422 West Riverside, Spokane, WA 99201
87
Wealthminder
score

Frederic Lefriec (CRD# 6599003) is an Investment Advisor Representative working at Richards, Merrill & Peterson, Inc. in Spokane, WA and has 1 year of experience in the finance industry.

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