Icma Retirement Corporation
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About this Advisor
Richard Stern is a certified financial planner located in Washington, D.C. Currently a registered advisor with Icma Retirement Corporation, they have accrued 11 years of professional experience in the financial advisory industry. Stern has a Series 63 license, which designates the advisor as a securities representative. Stern is able to work with investors in Arkansas, New Mexico, Texas, Oklahoma and Louisiana. Stern has spent their entire career at Icma Retirement Corporation. Icma Retirement Corporation is based out of Washington, D.C. As a registered advisory firm, Icma Retirement Corporation oversees $47 billion in assets throughout 57 accounts and retains more than 865 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisor firm's 57 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Icma Retirement Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Icma Retirement Corporation Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Richard Stern Work History
Richard has 11 years of experience.
Icma Retirement Corporation
Richard Stern has no disclosures.
Please visit their SEC profile for more details.