Robbyn Richardson (CRD# 5080105) is an Investment Advisor Representative working at Sgl Investment Advisors, Inc. in Missoula, MT and has over 17 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sgl Investment Advisors | Missoula, MT | Jun 2019 - Current | 4 |
| Fidelis Wealth Advisors | Castle Rock, CO | May 2018 - May 2019 | 1 |
| 1812 Advisors LLC | Riverton, UT | Feb 2018 - May 2019 | 1 |
| Intermountain Healthcare | Salt Lake City, UT | Jan 2017 - Feb 2018 | 1 |
| Unemployed | Castle Rock, CO | Aug 2016 - Dec 2016 | < 1 |
| The Broe Group | Denver, CO | Jun 2015 - Jul 2016 | 1 |
| Stifel Nicolaus | Denver, CO | Apr 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
- MT
- TX
-
Total Assets Under Management292MILLIONS
-
Total Number of Accounts743ACCOUNTS
-
Average Account Value$393,474
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, ID, LA, ME, MN, MT, OR, TX, WA
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