Robert J. Richter
Professional summary
Robert Joseph Richter, who also goes by Bob Richter, is a registered financial advisor currently at RJR FINANCIAL SERVICES located in Newport Beach, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Richter's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2019 - Present
RJR FINANCIAL SERVICES
Office #1: 1100 Quail St. Suite 115, Newport Beach, CA 92660January 10, 1997 - December 31, 1997
INTERFIRST CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2019)
Exams
Current Firm
RJR FINANCIAL SERVICES
CRD#: 133700 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 47,000,000 |
Red Flags
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