Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alvin Richey is an investment advisor representative with Asset Solutions, Inc. Mark has been in the financial services industry for over 39 years. Mark is registered with the state of Colorado, Florida, and Texas. Mark also holds Series 63, Series 24, Series 7, and SIE licenses. In addition to being a Registered Representative, Mark is a Certified Financial Planner. Mark has a strong track record of providing financial planning services to individuals and high-net-worth clients. Prior to joining Asset Solutions, Inc. Mark was with Richey Financial Group, Inc. and Integrated Resources Equity Corporation. Mark has a diverse background in financial services and is committed to providing his clients with personalized and comprehensive financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
% fee based on assets managed by a tpa
1
2
CO
05/17/2016 - Present
Asset Solutions, Inc. (LITTLETON CO)
CO
06/10/1987 - 10/04/2007
RICHEY FINANCIAL GROUP, INC. (LITTLETON CO)
NA
03/23/1983 - 06/25/1987
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 08/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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