Richard H. Gillons

RHG ADVISORS LLC

Phoenix, AZ

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CRD#: 4806874

Professional summary

Richard Howard Gillons, who also goes by Dick Gillons, is a registered financial advisor currently at RHG ADVISORS LLC located in Phoenix, Arizona and HEINTZ WEALTH MANAGEMENT, LLC located in Scottsdale, Arizona.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Richard has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dick Gillons

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Howard Gillons'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®

None

Experience

Current

September 16, 2004 - Present

RHG ADVISORS LLC

RIA

CRD#: 131836

Phoenix, AZ

Current

September 18, 2017 - Present

HEINTZ WEALTH MANAGEMENT, LLC

RIA

CRD#: 286160

Scottsdale, AZ

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

Arizona
(9/16/2004)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2004

Uniform Investment Adviser Law Examination

Current Firm

HEINTZ WEALTH MANAGEMENT, LLC

CRD#: 286160 / SEC#:

Arizona

Registered Investment Advisory firm - (1/9/2017 Approved)

New York

Registered Investment Advisory firm - (1/10/2017 Approved)

Texas

Registered Investment Advisory firm - (3/20/2017 Conditional Restricted)

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

16211 N. Scottsdale Road Suite A-6-a, #472, Scottsdale, AZ 85254

Phone number

(602) 505-7726

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 70,848,407

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 H. Gillons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Howard Gillons's CRS (Customer Relationship Summary).

Certified licenses

Experience

RHG ADVISORS LLC

HEINTZ WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2004

Current Firm

HEINTZ WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEINTZ WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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