James
Richard
Coral Reef Advisors LLC
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About this Advisor
James Richard is a financial advisor based in Northbrook, Illinois, working with Coral Reef Advisors LLC. James has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Coral Reef Advisors LLC, Private Client Services, and Snowden Lane Partners. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, James is part of Coral Reef Advisors LLC, which operates out of Northbrook, Illinois. The firm has 1 office and 3 employees. The firm manages assets totaling $52.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Coral Reef Advisors LLC includes asset-based fees.
Certifications and Registrations
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Coral Reef Advisors LLC Brokerage Details
$52,653,000
3
36
$1,462,583
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
James Richard Work History
Private Client Services
Coral Reef Advisors LLC
Snowden Lane Partners
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Disclosures
Please visit the SEC profile of James Richard 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 Coral Reef Advisors LLC
Northbrook, IL
Ponte Vedra Beach, FL
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