Ian T. Richards
Professional summary
Ian Thomas Richards, who also goes by Ian T Richards, Ian Richards, is a registered financial advisor currently at CMH WEALTH MANAGEMENT located in Dallas, Texas.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ian has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ian Thomas Richards's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 27, 2023 - Present
CMH WEALTH MANAGEMENT
Office #1: 17304 Preston Road Suite 1350, Dallas, TX 75252December 6, 2021 - March 10, 2023
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/27/2023)
Current Firm
CMH WEALTH MANAGEMENT
CRD#: 325543 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 71,612,007 |
Red Flags
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Company Information
CMH WEALTH MANAGEMENT
CRD#: 325543Dallas, TX 75252TRUST BUT VERIFY
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