Financial ADVSR advisor directory · SEC adviser records
Lord And Richards financial advisors in Highlands Ranch, CO
Every SEC-registered investment adviser representative at a Lord And Richards office in Highlands Ranch, A to Z.
The short answer
4 registered advisors work at Lord And Richards in Highlands Ranch, out of 6 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Lord And Richards advisors in Highlands Ranch, A to Z
Every Lord And Richards advisor →- Mickale W. GilbertInvestment adviser rep
- Jonathan L. GlazierInvestment adviser rep
- Luke T. GregoryInvestment adviser rep
- William W. Meyers Jr.Certified Financial Planner
Lord And Richards advisors in every city and state →Lord And Richards: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lord And Richards advisors in other cities
Other firms in Highlands Ranch
All Highlands Ranch advisors →Strategic Advisers LLC 25LPL Financial LLC 8Mariner 8Quotient Wealth Partners, LLC 7Edward Jones 6Empower Advisory Group, LLC 6Cambridge Investment Research Advisors, Inc. 4Cetera Investment Advisers LLC 4Ameriprise Financial Services, LLC 3Cedarwood Wealth 3Centaurus Financial, Inc. 3Kozak & Tripp Private Asset Management, Inc. 3
Questions
How many financial advisors does Lord And Richards have in Highlands Ranch?
4 investment adviser representatives are registered at Lord And Richards offices in Highlands Ranch, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Lord And Richards one of the largest advisor employers in Highlands Ranch?
Lord And Richards ranks number 9 in Highlands Ranch by registered advisors; Strategic Advisers LLC has the most, with 25.
How do I check a Lord And Richards advisor in Highlands Ranch?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lord And Richards office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.