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John Robert Richter

Your Retirement Coach

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About John Robert Richter

John Richter is a financial advisor in Marietta, Georgia. John is registered with Your Retirement Coach and has been in the industry since 2001. John has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. John is also experienced in providing succession and transition planning for business owners.

Firm Information

John Richter is currently registered with Your Retirement Coach. Your Retirement Coach, located in Marietta, GA, is an independent firm specializing in financial planning and portfolio management. With over 300 million dollars in regulatory assets under management, the firm serves individuals, high net worth individuals, corporations, and charitable organizations. Services include succession and transition planning, educational seminars, and selection of other advisors.
Your Retirement Coach

61 ATLANTA STREET SE

MARIETTA, GA 30060

$324.04M

Assets Under Management

1

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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succession and transition planning for business owners

Succession and transition planning for business owners

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Third party advisory fees

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John Richter’s Registration & Firm History

GA

02/02/2024 - Present

Your Retirement Coach (MARIETTA GA)

GA

01/26/2022 - 08/16/2023

CHARLES SCHWAB & CO., INC. (Alpharetta GA)

GA

03/09/2015 - 08/16/2023

TD AMERITRADE, INC. (ALPHARETTA GA)

FL

02/13/2007 - 10/14/2009

MORGAN KEEGAN & COMPANY, INC. (WINTER PARK FL)

FL

12/21/2005 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (WINTER PARK FL)

NY

01/05/2001 - 12/19/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for John Robert Richter. Review regulatory record here.
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