Richard Schooley
Richard Schooley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1100 Peachtree St NE, Suite 325, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1998Other Business Activities
Richard is a partner in Coolsville Farms, overseeing forestry, and a managing partner of Dogwood Wealth Advisors. He also owns rental real estate and authored a book through Dogwood Wealth Advisors, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Vtr Capital, INC.Broker
Rickel & Associates, INC.Broker
State Registrations18 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.