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Richard A. Wilson

TRUTHPOINT FINANCIAL
Colorado Springs, CO 80921
Some features on this profile are disabled
CRD#: 7322999
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Professional summary

Richard Alan Wilson is a registered financial advisor currently at TRUTHPOINT FINANCIAL, LLC located in Colorado Springs, Colorado.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Alan Wilson'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

January 28, 2021 - Present

TRUTHPOINT FINANCIAL, LLC

Office #1: 13395 Voyager Parkway Suite 130-195, Colorado Springs, CO 80921
RIA
CRD#: 312175
Colorado Springs, CO

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
Colorado
(1/28/2021)
IAR
Texas
(4/20/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2020
Uniform Investment Adviser Law Examination

Current Firm

TF
TRUTHPOINT FINANCIAL, LLC
TRUTHPOINT FINANCIAL LLC | TRUTHPOINT FINANCIAL, LLC

CRD#: 312175 / SEC#:

Colorado
Registered Investment Advisory firm - (1/28/2021 Approved)
Texas
Registered Investment Advisory firm - (4/20/2023 Conditional Restricted)
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Contact information

Main Address
13395 Voyager Parkway Suite 130-195, Colorado Springs, CO 80921
Mailing Address
Phone number
(719) 644-6454
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 13,886,529

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.

Company Information

TRUTHPOINT FINANCIAL, LLC

CRD#: 312175Colorado Springs, CO 80921

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