Colin Richards, financial advisor Highlands Ranchv CO

Colin Richards

CRD Number: 6371463
Current Firm: Lord And Richards

Colin Richards (CRD# 6371463) is an Investment Advisor Representative working at Lord And Richards in Highlands Ranchv, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lord And Richards Wealth Management, LLC Highlands Ranch, CO Jan 2024 - Current < 1
Ae Wealth Management, LLC Topeka, KS Nov 2017 - Current 6
Lord And Richards, Inc. Englewood, CO Aug 2013 - Current 10
Brookstone Capital Management, LLC Wheaton, IL Jul 2014 - Nov 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Colin T. Richards
Phone Number: 720-214-6801
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    823
    ACCOUNTS
  • Average Account Value
    $116,064
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, NE, TX

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