Richard B. Illges

GREATMARK INVESTMENT PARTNERS

Columbus, GA 31904-4556

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CRD#: 2565806

Professional summary

Richard Barnett Illges is a registered financial advisor currently at GREATMARK INVESTMENT PARTNERS, INC. located in Columbus, Georgia.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Richard has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

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.

PRESIDENT & DIRECTOR OF RIVERVIEW SECURITIES CO. - A FAMILY HOLDING COMPANY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Barnett Illges's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 5, 2008 - Present

GREATMARK INVESTMENT PARTNERS, INC.

Office #1: 6001 River Rd Suite 300, Columbus, GA 31904-4556

RIA

CRD#: 105267

Columbus, GA

Past

March 31, 2003 - September 17, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

COLUMBUS, GA

Past

January 2, 2002 - September 17, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

COLUMBUS, GA

Past

January 10, 1995 - January 2, 2002

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREATMARK INVESTMENT PARTNERS, INC.

ADAMS INVESTMENT MANAGEMENT INC | GREATMARK INVESTMENT PARTNERS, INC.

CRD#: 105267 / SEC#: 801-29945

RIA

Registered Investment Advisory firm - (7/6/1987 Approved)

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

Georgia
(12/5/2008)

IAR

Texas
(2/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/20/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/9/1995

General Securities Representative Examination

Current Firm

GREATMARK INVESTMENT PARTNERS, INC.

ADAMS INVESTMENT MANAGEMENT INC | GREATMARK INVESTMENT PARTNERS, INC.

CRD#: 105267 / SEC#: 801-29945

RIA

Registered Investment Advisory firm - (7/6/1987 Approved)

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Contact information

Main Address

6001 River Rd Suite 300, Columbus, GA 31904-4556

Mailing Address

Phone number

(706) 327-2128

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREATMARK ADV PART 2 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,072
AUM (Assets Under Management)	$ 938,736,455

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard B. Illges

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Barnett Illges's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREATMARK INVESTMENT PARTNERS, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

Primary Firm SEC Registration

GREATMARK INVESTMENT PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/1995

Series 63

Date: 1/11/1995

Series 7

Date: 1/9/1995

Current Firm

GREATMARK INVESTMENT PARTNERS, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREATMARK INVESTMENT PARTNERS, INC.

TRUST BUT VERIFY

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