TrueAdvisor
TrueAdvisor
MC
MC

Mark J Calkins

Richards Merrill Wealth Management
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Richards Merrill Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
359 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$514.5M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Location

612 West Main Street, The M Building Suite 201, Spokane, WA, 99201

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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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Employment History
Current Registrations
Richards Merrill Wealth Management
October 2017 - Present · 8 yrs 4 mos
Richards Merrill Wealth ManagementBroker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Richards, Merrill & Peterson, INC.
October 2014 - November 2017 · 3 yrs 1 mo
State Registrations13 states
AKAZCACODCFLIDMOMTORTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.