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Henry Lamb Richter

Worthington Wealth Management

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About Henry Lamb Richter

Henry Lamb Richter is an investment advisor representative with Worthington Wealth Management, and has been in the financial industry since 1971. Henry has a diverse background in financial services, having worked with various institutions including Morgan Stanley, Benjamin F. Edwards & Company, and The Ohio Company. Henry is registered in Ohio as an Investment Advisor Representative.

Firm Information

Henry Richter is currently registered with Worthington Wealth Management. Worthington Wealth Management is an investment advisor located in Worthington, OH. They provide portfolio management for individuals and have $127,961,399 in regulatory assets under management. The firm has 2 licensed agents and 4 investment advisor representatives. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a total of 321 accounts.
Worthington Wealth Management

57 EAST WILSON BRIDGE ROAD

WORTHINGTON, OH 43085

$127.96M

Assets Under Management

25

Total Clients

4

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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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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Henry Richter’s Registration & Firm History

OH

04/30/2021 - Present

Worthington Wealth Management (WORTHINGTON OH)

OH

06/12/2017 - 05/04/2021

BENJAMIN F. EDWARDS & COMPANY, INC. (COLUMBUS OH)

OH

06/01/2009 - 09/30/2016

MORGAN STANLEY (COLUMBUS OH)

OH

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)

OH

02/24/1978 - 04/02/2007

MORGAN STANLEY DW INC. (COLUMBUS OH)

NA

05/11/1976 - 02/24/1978

DEAN WITTER & CO. INCORPORATED

NA

01/01/1971 - 05/29/1976

THE OHIO COMPANY

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Licenses & Designations

IA

Issued 06/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1982

Series 5 - Interest Rate Options Examination

BC

Issued 12/22/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Henry Lamb Richter. Review regulatory record here.
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