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About this Advisor
Richard Colleoni is a financial advisor operating out of Mansfield, Texas with 6 years of relevant experience. Colleoni currently works for Spc. Colleoni has gained experience at Raymond James & Associates, Inc, Wunderlich Securities, Inc, Sigma Financial Corporation and Spc. Colleoni has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Texas. Spc is a registered investment business headquartered in Ann Arbor, MI. It has offices in 426 locations and a total of 610 employees. It handles $6 billion in assets among its 34,594 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 34,594 customer accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a wide range 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, educational seminars and other services. Fees for financial management usually vary depending on which services the firm provides the client. However, fees billed by Spc most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Spc Brokerage Details
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
Richard Colleoni Work History
Richard has been registered as a financial advisor for 6 years.*
Sigma Financial Corporation
Wunderlich Securities, Inc
Raymond James & Associates, Inc
*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.
Please visit the SEC profile of Richard Colleoni 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 Spc
Fort Wayne, IN
Ann Arbor, MI
Ann Arbor, MI
Colorado Springs, CO
Ann Arbor, MI
Ann Arbor, MI
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 firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.