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Colin Timothy Richards

Lord AND Richards

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About Colin Timothy Richards

Colin Timothy Richards is an Investment Advisor Representative, currently associated with Lord AND Richards. Colin is registered as an Investment Advisor in Colorado and Texas. Colin has been in the industry since August 2013. Colin earned the Series 65 - Uniform Investment Adviser Law Examination license in July 2014. Colin has held past positions at BROOKSTONE CAPITAL MANAGEMENT, LLC, AE WEALTH MANAGEMENT, LLC and Lord and Richards Wealth Management, LLC.

Firm Information

Colin Richards is currently registered with Lord AND Richards. Lord AND Richards is a registered investment advisor based in Highlands Ranch, CO. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They manage approximately $95.5 million in assets for 823 clients.
Lord AND Richards

8744 KENDRICK CASTILLO WAY ;

HIGHLANDS RANCH, CO 80129

$95.52M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colin Richards’s Registration & Firm History

CO

04/05/2024 - Present

Lord AND Richards (HIGHLANDS RANCHv CO)

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Licenses & Designations

IA

Issued 07/11/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Timothy Richards.
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