Richard Deyo
Richard Deyo is a registered investment advisor at Harbour Investments, INC., based in Kokomo, IN, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
Kokomo, IN
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Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Richard is an independent insurance agent, potentially selling equity indexed annuities. He also owns Intrust Financial Group, Inc. and Catalyst Real Estate LLC, which owns rental property.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Capital Financial Services, INC.Broker
Empire Financial Group, INC.Broker
Freedom Financial, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Private Consulting Group, INC.Broker
NFP Securities, INC.Broker
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Essex National Securities, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
First Affiliated Securities, INC.Broker
First Affiliated Securities, INC.Broker
State Registrations2 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.