Richard Wright
Richard Wright is a CFA-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Dallas, TX, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
13155 Noel Road, Suite 750, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Criminal
December 1983Other Business Activities
Richard owns two family farms, one in Alabama and one in Texas, leasing them to tenants for farming and grazing. He spends minimal time on these activities.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
Fiduciary Financial Services Wealth Management
State Registrations1 state
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.