Chad Richard
Chad Richard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lewiston, ME, with 24 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
475 Pleasant Street, Suite 13, Lewiston, ME, 04240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is an associate/employee and branch manager at Investment Concepts since 2015, advising clients. This takes about half of Chad's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
State Registrations26 states
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