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Richard Adam clay Vernon

Vernon Management Group, Inc.

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About Richard Adam clay Vernon

Richard Vernon is an Investment Advisor Representative associated with Vernon Management Group, Inc., a firm headquartered in Richmond, VA. Richard has been in the financial services industry since September 2020 and holds a Series 65 license. Richard has expertise in portfolio management for individuals and financial planning. He specializes in helping clients with their retirement planning and investment strategies. The firm has a team of experienced professionals who are committed to providing their clients with personalized service and guidance. The firm is licensed to operate in Virginia and has a primary branch office located at 3200 Lauderdale Road, Suite 103, Richmond, VA. In addition to his role at Vernon Management Group, Inc. Richard also owns a business called Blue Sky Life & Annuities, which provides life insurance and fixed annuities. The firm works with individual clients, including both high net worth individuals and individuals other than high net worth. They offer a variety of investment advisory services, including portfolio management, financial planning, and educational seminars.

Firm Information

Richard Vernon is currently registered with Vernon Management Group, Inc.. Vernon Management Group, Inc. is an investment advisor with 3 investment advisor representatives. They manage approximately $29.5 million in assets for 147 clients. They offer financial planning, portfolio management for individuals, and a subscription to portfolio management and stock selection service. Their client base consists primarily of individuals with 42 clients having assets under management of $21.5 million and 4 high net worth individuals having assets under management of $8 million.

$29.50M

Assets Under Management

Not reported

Total Clients

3

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.

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subscription to portfolio management and stock selection service

Subscription to portfolio management and stock selection service

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

Flat fees

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Richard Vernon’s Registration & Firm History

VA

12/05/2022 - Present

Vernon Management Group, Inc. (RICHM0ND VA)

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Licenses & Designations

IA

Issued 12/02/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Adam clay Vernon.
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