RP
CFA
RP
CFA

Richard Eric Pettway

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
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Location

15 W 5th Street, Covington, KY, 41011

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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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Other Business Activities

Richard is a board member of Blue Swan Investors, LLC and IU Reese Investment Fund, and is the Investment Committee Chair for 4C for Children. He also serves as President of the CFA Society of Cincinnati, is on the Finance Committee for St Ursula High School, and is a Committee Chair for the Rotary Club of Cincinnati, dedicating minimal time to each activity.

Employment History
Current Registrations
Journey Advisory Group, LLC
September 2020 - Present · 5 yrs 5 mos
State Registrations2 states
KYOH
Advisor
Exams
No exam information available for this advisor.