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RV

Richard A. Vernon

VERNON MANAGEMENT GROUP
Richm0nd, VA 23233
Some features on this profile are disabled
CRD#: 7671105
RV

Professional summary

Richard Adam Clay Vernon is a registered financial advisor currently at VERNON MANAGEMENT GROUP, INCORPORATED located in Richm0nd, Virginia.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. 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 Adam Clay Vernon'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

December 5, 2022 - Present

VERNON MANAGEMENT GROUP, INCORPORATED

Office #1: 3200 Lauderdale Road Suite 103, Richm0nd, VA 23233
RIA
CRD#: 117666
Richm0nd, VA

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
Virginia
(12/5/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/2/2022
Uniform Investment Adviser Law Examination

Current Firm

VM
VERNON MANAGEMENT GROUP, INCORPORATED
VERNON MANAGEMENT GROUP, INCORPORATED

CRD#: 117666 / SEC#:

Virginia
Registered Investment Advisory firm - (4/11/1996 Approved)
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Contact information

Main Address
3200 Lauderdale Road Suite 103, Richm0nd, VA 23233
Mailing Address
Phone number
(804) 683-8479
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts169
AUM (Assets Under Management)$ 42,300,000

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

VERNON MANAGEMENT GROUP, INCORPORATED

CRD#: 117666Richm0nd, VA 23233

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