RD
Richard B. Diamond
MB ADVISORS LLC
Dallas, TX 75229
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CRD#: 1733658
RD
Professional summary
Richard Bruce Diamond is a registered financial advisor currently at MB ADVISORS LLC located in Dallas, Texas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Richard has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Bruce Diamond's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 23, 2014 - Present
MB ADVISORS LLC
Office #1: 5409 Castlewood Road, Dallas, TX 75229RIA
CRD#: 169490
Dallas, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/23/2014)
Current Firm
MA
MB ADVISORS LLC
MB ADVISORS LLC
CRD#: 169490 / SEC#:
Georgia
Registered Investment Advisory firm - (11/7/2013 Approved)Texas
Registered Investment Advisory firm - (1/21/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Atlanta, GA
Mailing Address
Phone number
(404) 254-2019
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 42,115,297 |
Red Flags
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