Dalton
Richards
Visionpoint Advisory Group
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About this Advisor
Dalton Richards is a financial advisor working in Belgrade, Montana who has 6 years of industry experience. Richards is an employee of Visionpoint Advisory Group. Throughout their career, they have worked at Lpl Financial, LLC, Disability Specialist Inc, Clean Freaks, Visionpoint Advisory Group, LLC and Montana State University. Richards holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Montana. Visionpoint Advisory Group is a financial advisory company operating out of Dallas, TX. It has offices in four locations and a total of 31 employees. It controls $664 million in assets among its 2,060 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm provides financial advice to five charities and foundations. Of its 2,060 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets. Visionpoint Advisory Group provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Visionpoint Advisory Group likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Visionpoint Advisory Group Brokerage Details
$663,766,900
31
2,060
$322,217
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Dalton Richards Work History
Dalton has been registered as a financial advisor for 6 years.*
Visionpoint Advisory Group, LLC
Lpl Financial, LLC
Disability Specialist Inc
Clean Freaks
Montana State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dalton 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 Visionpoint Advisory Group
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Belgrade, MT
Minneapolis, MN
Minneapolis, MN
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