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. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
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.
Exams
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