Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Richards is an investment advisor representative who has been active in the industry for over 10 years. Dustin has a Series 65 license and the SIE exam, and is registered with the state of Arizona as an Investment Advisor Representative. Dustin is also a Certified Public Accountant and has been working as a CPA since 2019. Dustin is currently employed with ThePartners Wealth Management, a firm with over 172 million dollars in assets under management. The firm specializes in providing financial planning and portfolio management services to individuals and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tamp program/model manager/sub advisor
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
12/18/2024 - Present
Thepartners Wealth Management (Snowflake AZ)
IA
Issued 10/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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