Brittany Richard (CRD# 6441830) is an Investment Advisor Representative working at Private Advisor Group, LLC in Owensboro, KY and has over 5 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 4936894
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5083928
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Owensboro, KY | May 2024 - Current | < 1 |
| Private Advisor Group, LLC | Morristown, NJ | May 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville, IN | Feb 2018 - May 2024 | 6 |
| University Of Southern Indiana | Evansville, IN | May 2011 - Apr 2018 | 6 |
| First Security Bank | Owensboro, KY | Nov 2016 - Feb 2018 | 1 |
| White House Black Market | Evansville, IN | Sep 2014 - Aug 2017 | 2 |
| Ss&c Technologies Inc. | Evansville, IN | May 2015 - Nov 2016 | 1 |
| Technology Commercialization Academy - University Of Southern In | Evansville, IN | Aug 2011 - Jun 2015 | 3 |
| Washburn Wealth Advisors | Boonville, IN | Jan 2015 - May 2015 | < 1 |
| Health South Deaconess Rehabilitation Hospital | Evansville, IN | Aug 2014 - Dec 2014 | < 1 |
| University Of Southern Indiana | Evansville, IN | Jul 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- IN
- KY
- TX
-
Total Assets Under Management31,536MILLIONS
-
Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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