Colin
Richards

Lord And Richards

CRD#6371463
Investment Advisor
in Littleton, CO

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About this Advisor

Colin Richards is a financial advisor based in Littleton, Colorado, working with Lord And Richards. Colin has previously held positions at Lord And Richards, Inc, Brookstone Capital Management, LLC, Ae Wealth Management, LLC, and Lord And Richards Wealth Management, LLC. Colin has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Colin is part of Lord And Richards, which operates out of Littleton, Colorado. The firm has 14 employees and manages assets totaling $75.4 million. The firm serves high-net-worth individuals and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Lord And Richards includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

8744 Lucent Blvd Suite 100
Littleton, CO 80126

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Lord And Richards Brokerage Details

Total Assets Under Management

$75,419,284

CO Average: $2,349,664,866
Total Number of Employees

14

CO Average: 28
Total Number of Accounts

921

CO Average: 1,101
Average Account Size

$81,888

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Colin Richards Work History

2024 - Present (0 year)

Lord And Richards Wealth Management, LLC

2017 - Present (7 years)

Ae Wealth Management, LLC

2013 - Present (11 years)

Lord And Richards, Inc

2014 - 2017 (3 years)

Brookstone Capital Management, LLC

Disclosures

Please visit the SEC profile of Colin Richards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lord And Richards

Colin Richards
Littleton, CO
Timothy Trier
Littleton, CO
Andrew Stenzel
Littleton, CO
Jason Vander Pol
Littleton, CO
Edmund Robinson
Littleton, CO
Jonathan Glazier
Littleton, CO
Luke Gregory
Littleton, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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