Richard
Myers
Retirement Plans, Inc
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About this Advisor
Richard Myers is a financial advisor operating in Westerville, Ohio with 5 years of relevant experience. Myers currently works for Retirement Plans, Inc. During their career, the advisor has held roles at Capital University and Retirement Plans, Inc. Myers holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Ohio. Retirement Plans, Inc is a business that has its headquarters in Westerville, OH. It controls $211 million in assets under management among its 264 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Retirement Plans, Inc has a few services, including portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees depend on which services the firm provides the client. Fee types billed by Retirement Plans, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Plans, Inc Brokerage Details
$211,004,653
7
264
$799,260
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Richard Myers Work History
Richard has been registered as a financial advisor for 5 years.*
Retirement Plans, Inc
Capital 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 Richard Myers 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 Retirement Plans, Inc
Westerville, OH
Westerville, OH
Westerville, OH
Westerville, OH
Westerville, 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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