RB
Richard A. Bird
BIRD CAPITAL GROUP
Houston, TX 77056
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CRD#: 6308670
RB
Professional summary
Richard Arthur Bird is a registered financial advisor currently at BIRD CAPITAL GROUP, INC. located in Houston, 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.
SYSTEM STRATEGIES, INC. NOT INVESTMENT RELATED. 1330 POST OAK BLVD STE 1600, HOUSTON, TX 77056. MANAGEMENT CONSULTING SERVICES FOR PRIVATELY-HELD COMPANIES AS UNRELATED TO PUBLIC SECURITIES. PRESIDENT, SECRETARY, AND TREASURER. STARTED SEPT. 1993. APPROXIMATELY 10 HOURS PER MONTH, NONE OF WHICH IS DURING SECURITIES TRADING HOURS. CONSULTING SERVICES RELATED TO MANAGEMENT OF PRIVATE COMPANIES.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Arthur Bird'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
March 21, 2014 - Present
BIRD CAPITAL GROUP, INC.
Office #1: 1330 Post Oak Boulevard Suite 1600, Houston, TX 77056RIA
CRD#: 170585
Houston, 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
California(4/8/2014)
IAR
Texas(3/21/2014)
Current Firm
BC
BIRD CAPITAL GROUP, INC.
BIRD CAPITAL GROUP, INC.
CRD#: 170585 / SEC#:
California
Registered Investment Advisory firm - (4/8/2014 Approved)Texas
Registered Investment Advisory firm - (3/21/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Rancho Mirage, CA
Mailing Address
P. O. Box 10405, Palm Desert, CA 92255
Phone number
(713) 302-3312
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 7,870,000 |
Red Flags
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