Richard
Megica
The Mather Group, LLC
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About this Advisor
Richard Megica is a certified financial planner and chartered financial consultant based in Chicago, Illinois with a total of 6 years of industry experience. Megica is an advisor for The Mather Group, LLC. Throughout their career, they have worked at Charles Schwab & Co., Inc, Charles Schwab Bank and The Mather Group, LLC. Megica holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois, Louisiana and Texas. The Mather Group, LLC is a registered investment company based out of Chicago, IL. The firm has offices in 60 locations and a total of 167 advisors. It manages $9 billion in total assets among its 16,761 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 16,761 customer accounts, 51% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which service is provided. However, fees billed by The Mather Group, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$8,718,717,623
167
16,761
$520,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Richard Megica Work History
Richard has been registered as a financial advisor for 6 years.*
The Mather Group, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
*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 Megica 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 The Mather Group, LLC
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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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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.
