Scott Richards (CRD# 4729105) is an Investment Advisor Representative working at Prudential Financial Planning Services in Greensburg, IN and has over 20 years of experience in the finance industry.
CRD# 1720485
State Farm Investment Management Corp.
CRD# 2503806
Smi Advisory Services, LLC
CRD# 6206394
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Indianapolis, IN | Mar 2022 - Current | 2 |
| Pruco Securities, LLC | Indianapolis, IN | Mar 2022 - Current | 2 |
| Richards Insurance Agency, Inc. | Greensburg, IN | Jan 2009 - Mar 2022 | 13 |
| Allstate Insurance Co | Greenfield, IN | Sep 2003 - Sep 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- IN
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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