RC
RC

Richard Childress

28 Years of Experience
Naples, FL
Broker

Richard Childress is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard owns rental property in North Fort Myers, FL, dedicating minimal time. He also owns SoleMate Shoe Repair in Fort Myers, FL, spending minimal time as a cobbler.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - Present · 1 yr 6 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 2013 - November 2024 · 11 yrs 7 mos
Ameriprise Financial Services, LLCBroker
April 2013 - November 2024 · 11 yrs 7 mos
UBS Financial Services INC.Broker
September 2006 - May 2013 · 6 yrs 8 mos
UBS Financial Services INC.
September 2006 - May 2013 · 6 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - September 2006 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - September 2006 · 9 yrs 2 mos
State Registrations31 states
ALAZCACOCTDEFLGAIAILLAMAMDMIMNMOMSMTNCNHOHOKPASCTNTXVAVTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Richard Childress - Financial Advisor | TrueAdvisor