J. W. Cole Advisors, Inc
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About this Advisor
Richard Bird is a chartered financial consultant who works in Springville, Utah who has 4 years of relevant experience. Bird currently works for J. W. Cole Advisors, Inc. Throughout their career, they have worked at Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, Gf Investment Services, LLC, Global Financial Private Capital, LLC, Arrivasure Wealth, Richard W. Bird, Cpa LLC, Vantage Point Consulting, LLC, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Bird has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Utah. J. W. Cole Advisors, Inc is an advisory business operating out of Tampa, FL. It has offices in 388 locations and a total of 521 advisors. It administers $5 billion in assets among its 24,060 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 27 charities and foundations. Of its 24,060 accounts, just 8% belong to high-net-worth clients who have at least $1 million in investable assets. J. W. Cole Advisors, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which service is offered. Fee types billed by J. W. Cole Advisors, Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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J. W. Cole Advisors, Inc Brokerage Details
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
- Educational seminars/workshops
Richard Bird Work History
Richard has been registered as a financial advisor for 4 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Richard W. Bird, Cpa LLC
Vantage Point Consulting, LLC
Gf Investment Services, LLC
Global Financial Private Capital, LLC
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, 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 Bird 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 J. W. Cole Advisors, Inc
Palm Bay, FL
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