Richard Stevens, financial advisor Denver CO
93 score

Richard Stevens

CRD Number: 6063590
Current Firm: Waddell & Reed

Richard Stevens (CRD# 6063590) is an Investment Advisor Representative working at Waddell & Reed in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Frank Dearden Colorado Springs, CO Feb 2018 - Current < 1
Home School Legal Defense Association Purcellville, VA Jan 2017 - Current 1
Genesis 2:15 LLC Colorado Springs, CO Aug 2016 - Current 1
The Frs Group LLC Colorado Springs, CO Aug 2016 - Current 1
Dad, Cfo Colorado Springs, CO May 2015 - Current 2
Front Range Alliance Church Colorado Springs, CO Jan 2014 - Current 4
Lams Colrado Springs, CO Aug 2013 - Current 4
Falcon High School Falcon, CO Dec 2012 - Current 5
Various Insurance Carriers For W&r Insurance Agencies Colorado Springs, CO Nov 2012 - Current 5
Waddell & Reed, Inc. Colorado Springs, CO May 2012 - Current 5
Limon Chamber Of Commerce Limon, CO Jun 2014 - Aug 2016 2
Sevenstar Academy Cincinnati, OH Jun 2010 - Aug 2016 6
Rick & Michelle Stevens Monument, CO Jul 2015 - May 2016 < 1
College America Colorado Springs, CO Oct 2013 - May 2016 2
College America Colorado Springs, CO Jun 2010 - Jul 2012 2
Vista Ridge High School Colorado Springs, CO Jun 2010 - May 2012 1
Lewis-palmer Dist #38 Monument, CO Aug 2007 - Aug 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Richard A. Stevens
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • FL
  • IL
  • MO
  • NJ
  • PA
  • SD
  • TX
  • WY
  • CO
  • ID
  • KS
  • MS
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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