Unclaimed
Richard Andrew Smyth is a financial advisor registered with Aionios Capital Partners, LLC. Richard has over 30 years of experience in the financial industry. Richard currently works as an adjunct professor teaching investment analysis, portfolio management, and derivatives. Richard also provides financial planning, family office services, and selection of other advisors for individual clients.
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.
Family office services
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Aionios Capital Partners, LLC (NEWPORT BEACH CA)
CA
05/13/1991 - 10/31/2006
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 01/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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