Richard Adams, financial advisor Midlothian VA
96 score

Richard Adams

CRD Number: 1367656
Current Firm: Colonial River Investments, LLC

Richard Adams (CRD# 1367656) is an Investment Advisor Representative working at Colonial River Investments, LLC in Midlothian, VA and has over 30 years of experience in the finance industry.

Similar Advisors
Robert Freeman, financial advisor Midlothian VA
Robert M. Freeman
CRD# 2788977
Morse Capital Partners, LLC
Similar Advisors
William Keeney, financial advisor Midlothian VA
William A. Keeney
CRD# 6053833
Hornor, Townsend & Kent, Inc.
Similar Advisors
Charles Roberts, financial advisor Midlothian VA
Charles R. Roberts
CRD# 846282
Financial Freedom Planners
Professional Designations
Company Name Location Dates Years
Colonial River Investments, LLC Midlothian, VA Mar 2017 - Current 1
Lpl Financial, LLC Midlothian, VA Mar 2017 - Current 1
Richard Adams Richmond, VA Jan 1976 - Current 42
Securities America, Inc. Richmond, VA Dec 2012 - Mar 2017 4
Investors Security Company, Inc. Richmond, VA Mar 1989 - Dec 2012 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
Contact Info for Richard D. Adams
Phone Number: (804) 335-1200
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Richard Adams and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.