Kevin
Richard
Fifth Third Securities, Inc
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About this Advisor
Kevin Richard is a financial advisor based in Columbus, Ohio with a total of 4 years of relevant experience. Richard is currently employed by Fifth Third Securities, Inc. During their career, the advisor has held roles at Fifth Third Bank, Best Buy and Fifth Third Securities. Richard holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Fifth Third Securities, Inc is a financial advisory company headquartered in Cincinnati, OH. The firm has offices in 1,117 locations and a total of 1,205 employees. It has $7 billion in assets among its 41,519 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 41,519 client accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. Fifth Third Securities, Inc performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees vary depending on which service is provided. However, fees charged by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,311,047,248
1,205
41,519
$176,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kevin Richard Work History
Kevin has been registered as a financial advisor for 4 years.*
Fifth Third Securities
Fifth Third Bank
Best Buy
*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 Kevin 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 Fifth Third Securities, Inc
Newport, KY
Marco Island, FL
Columbus, OH
Cincinnati, OH
Orlando, FL
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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