Richard L. Labrum
Professional summary
Richard Levere Labrum, who also goes by Richard L Labrum, Richard Labrum, Rick Labrum, is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Granbury, Texas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Richard has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Levere Labrum's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2019 - Present
INTELLIGENCE DRIVEN ADVISERS, LLC
November 12, 2014 - August 24, 2023
INTERNATIONAL ASSETS ADVISORY, LLC
March 2, 2012 - November 11, 2014
GRADIENT SECURITIES, LLC
August 30, 2010 - March 2, 2012
WAVELAND CAPITAL PARTNERS LLC
May 14, 2010 - March 1, 2019
LABRUM WEALTH MANAGEMENT, LLC
November 16, 2009 - December 31, 2009
LABRUM WEALTH MANAGEMENT, LLC
November 13, 2009 - August 30, 2010
PURSHE KAPLAN STERLING INVESTMENTS
June 1, 2009 - December 10, 2009
MORGAN STANLEY
June 1, 2009 - December 10, 2009
MORGAN STANLEY
October 31, 2003 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
October 31, 2003 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
March 10, 1999 - November 5, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 29, 1998 - November 5, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 27, 1992 - April 30, 1998
EDWARD JONES
Primary Firm SEC Registration
INTELLIGENCE DRIVEN ADVISERS, LLC
CRD#: 299589 / SEC#: 801-114418
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2019)
(1/4/2019)
Exams
Series 8
Date: 4/26/1999
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
INTELLIGENCE DRIVEN ADVISERS, LLC
CRD#: 299589 / SEC#: 801-114418
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 879 |
| AUM (Assets Under Management) | $ 828,210,292 |
Red Flags
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