Richard Kirsch
Richard Kirsch is a registered investment advisor at Wells Fargo Advisors, based in Savannah, GA, with 40 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
200 Stephenson Ave, Ste 301, Savannah, GA, 31405
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1991Other Business Activities
Richard is a co-owner of Kirsch Investments LLC, a holding company for family investments, since 2012. He spends a few hours per week managing investments, but none during trading hours.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Lehman Brothers INC.
Lehman Brothers INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations24 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.
Exams
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