Alan Richey, financial advisor Plano TX

Alan Richey

CRD Number: 6149527
Current Firm: Fisher Investments
Compensation Model: Both

Alan Richey (CRD# 6149527) I partner with my clients to define their long-term financial goals and create tailored solutions to achieve them. Whether your needs include planning for retirement, planning for a small business or saving for a child's college education, I can help you pursue your financial goals through a wide array of investments and services. I'd like to have the opportunity to speak with you and find out how our services can help you pursue future investment goals.

CONTACT
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Company Name Location Dates Years
Fisher Investments Camas, WA Oct 2017 - Current 6
Edward Jones St Louis, MO Feb 2013 - Oct 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Alan H. Richey
By the Numbers
  • Total Assets Under Management
    192,398
    MILLIONS
  • Total Number of Accounts
    269,289
    ACCOUNTS
  • Average Account Value
    $714,467
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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