Richard Almond
Richard Almond is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Blackfoot, ID, with 42 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
Blackfoot, ID
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Richard uses Red Cedar Wealth Advisors as a marketing name for his securities business and Almond Ventures LLC to manage payroll and expenses. He also works as an Investment Advisor Representative for Arbor Point Advisors, dedicating nearly full-time hours, and sells fixed insurance products through Almond Ventures LLC for a few hours per week.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Chubb Securities CorporationBroker
Travelers Equities Sales, INC.Broker
MML Investors Services, INC.Broker
Fpi Securities, INC.Broker
American Capital Financial Services, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations9 states
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.
Exams
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