Richard Almond (CRD# 733613) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 35 years of experience in the finance industry. Richard Almond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
CRD# 6361602
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Pocatello, ID | Jul 2022 - Current | 1 |
| Arbor Point Advisors | Pocatello, ID | Jul 2022 - Current | 1 |
| Cornerstone Financial Advisors LLC | Pocatello, ID | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
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