Richard Schaufert (CRD# 1186549) is an Investment Advisor Representative working at Summit Financial Group Inc. in Fairfield, TX and has over 34 years of experience in the finance industry.
CRD# 2321458
Edward Jones
Score
93
CRD# 4275859
Edward Jones
Score
93
CRD# 4751922
Planmember Securities Corporation
Score
93
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - Current | 1 |
| Summit Brokerage Services, Inc. | Fairfield, TX | Sep 2016 - Current | 1 |
| The Kirkwood Group, Inc. | Fairfield, TX | Apr 2003 - Current | 15 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Sep 2016 | 9 |
| Vsr Financial Services, Inc. | Overland Park, KS | Apr 2003 - Sep 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
- TX
-
Total Assets Under Management3,800MILLIONS
-
Total Number of Accounts27,685ACCOUNTS
-
Average Account Value$137,241
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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