Chief Compliance Officer, President, Director · CCM Investment Advisers, LLC
Richard J. Linden
CRD 5138711 · Named on Form ADV at one SEC-registered adviser
At a glance
CCM Investment Advisers, LLC, an SEC-registered wealth manager based in Columbia, SC with $1.5 billion in regulatory assets, lists Richard J. Linden on its Form ADV as Chief Compliance Officer, President, Director, a control person.
Firms and roles
- CCM Investment Advisers, LLCChief Compliance Officer, President, DirectorWealth manager · Columbia, SC · $1.5B in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (8)
- Robert F. KeySenior Client Advisor, Director, CCM Investment Advisers, LLC
- Christopher W. AntleySenior Vice President, CCM Investment Advisers, LLC
- Michael A. BurkettChief Operating Officer, Chief Investment Officer, Director, CCM Investment Advisers, LLC
- Amanda C. AntonovichTrustee of the Big DOG Family Preservation Trust, Member, Treasurer, Director, Trustee of the Fowler Cary Family Trust, CCM Investment Advisers, LLC
- Carlynn E. CaryTrustee of the Big DOG Family Preservation Trust, Member, Secretary, Director, Trustee of the Fowler Cary Family Trust, CCM Investment Advisers, LLC
3 more people named with Richard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.