Richard StevensCRD 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|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|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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