Colin Richards, financial advisor Highlands Ranch CO
90 score

Colin Richards

CRD Number: 6371463
Current Firm: Ae Wealth Management, LLC

Colin Richards (CRD# 6371463) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Highlands Ranch, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Nov 2017 - Current < 1
Lord And Richards, Inc. Englewood, CO Aug 2013 - Current 4
Brookstone Capital Management, LLC Wheaton, IL Jul 2014 - Nov 2017 3
Tucker Advisory Group Littleton, CO Oct 2008 - Aug 2013 4
Calvary Baptist Church Ottawa, KS Aug 2004 - Jul 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Colin T. Richards
Phone Number: 866-363-9595
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,003
    MILLIONS
  • Total Number of Accounts
    10,040
    ACCOUNTS
  • Average Account Value
    $199,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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