Gregory Richards
Gregory Richards is a CFP-designated registered investment advisor at Merit Financial Advisors, based in Hershey, PA, with 26 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B 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 | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
11 E. Chocolate Avenue, Suite 201, Hershey, PA, 17033
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an Investment Advisor Representative with Merit Financial Advisors, dedicating full-time hours to serving clients. He also provides fixed insurance advice as an insurance agent, spending minimal time on this activity, and is involved with several non-investment related activities including a role as Judge Advocate for the Hershey American Legion, an attorney consulting on estate planning, and a board member for a homeowners association.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors, INC.
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ogilvie Security Advisors CorporationBroker
State Registrations21 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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