Richard Schofield
Richard Schofield is a registered investment advisor at Wells Fargo Advisors, based in St George, UT, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1079 E. Riverside Dr., Suite 102, St George, UT, 84790
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2001Other Business Activities
Richard is involved in several investment-related activities, including serving as a director/secretary/treasurer for Tempuite Development Co. and holding ownership stakes in TSG Properties LLC, SGU Holdings LLC, Kaizen Investments LLC, Schofield Wealth Management, LLC, and Country Lane Commons LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Painewebber IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.