Kelly Richards is a registered investment advisor, based in Folsom, CA, with 20 years of industry experience.
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
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Regulatory History (1)
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Employment Separation After Allegations
August 2010Other Business Activities
Kelly is a managing member of Dynamite Office Holdings, LLC, a holding company, and a partner in It's Happening, LLC, a real estate venture. Kelly is also the President of BHF RG Capital, an investment advisor, dedicating minimal time to each activity.
Employment History
Current Registrations
Allworth Financial, L.P.
November 2021 - Present · 4 yrs 6 mos
Aw SecuritiesBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Investment Advisers LLC
November 2020 - January 2021 · 2 mos
Rg Capital
July 2015 - November 2021 · 6 yrs 4 mos
First Allied Securities, INC.Broker
April 2015 - November 2021 · 6 yrs 7 mos
First Allied Advisory Services, INC.
April 2015 - November 2020 · 5 yrs 7 mos
Rg Advisor Group
April 2015 - October 2015 · 6 mos
Raymond James & Associates, INC.Broker
March 2015 - April 2015 · 1 mo
Raymond James & Associates, INC.
March 2015 - April 2015 · 1 mo
First Allied Advisory Services, INC.
June 2014 - April 2015 · 10 mos
First Allied Securities, INC.Broker
June 2014 - April 2015 · 10 mos
Rg Advisor Group
July 2011 - March 2015 · 3 yrs 8 mos
Capital Investment Group, INC.Broker
November 2010 - June 2014 · 3 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - September 2010 · 5 yrs 2 mos
Banc One Securities CorporationBroker
March 2005 - July 2005 · 4 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.