Richard Forscutt (CRD# 5961340) is an Investment Advisor Representative working at Money Concepts Advisory Service in Sun Lakes, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Mar 2016 - Current | 8 |
| Richard M Forscutt, Cpa | Sun Lakes, AZ | Jan 1995 - Current | 29 |
| Hd Vest Advisory Services | Sun Lakes, AZ | Oct 2015 - Feb 2016 | < 1 |
| H.d.vest Advisory Services | Sun Lakes, AZ | Jan 2012 - Feb 2016 | 4 |
| H.d. Vest Investment Services | Sun Lakes, AZ | Jul 2011 - Feb 2016 | 4 |
| H.d. Vest Insurance Agency Inc. | Sun Lakes, AZ | Jul 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- AZ
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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