linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard David Connett

Integrity Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard David Connett

Richard Connett is a financial advisor with Integrity Wealth Partners, LLC. Richard has been in the financial services industry since 1995. Richard specializes in financial planning and portfolio management for individuals and businesses. Richard is a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 65 securities licenses. Richard has worked at several firms during their career including Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., and Morgan Stanley DW Inc. Richard is based in Walnut Creek, California.

Firm Information

Richard Connett is currently registered with Integrity Wealth Partners, LLC. Integrity Wealth Partners, LLC is a registered investment advisor based in Walnut Creek, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit sharing plans. Integrity Wealth Partners manages approximately $175 million in assets for 567 clients. The firm also participates in wrap fee programs.
Integrity Wealth Partners, LLC

1320 MT. DIABLO BLVD.

WALNUT CREEK, CA 94596

$175.40M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Connett’s Registration & Firm History

CA

04/27/2021 - Present

Integrity Wealth Partners, LLC (WALNUT CREEK CA)

CA

10/05/2009 - 04/27/2021

AMERIPRISE FINANCIAL SERVICES, LLC (WALNUT CREEK CA)

CA

12/01/2006 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (WALNUT CREEK CA)

CA

12/15/1995 - 12/08/2006

MORGAN STANLEY DW INC. (SAN FRANCISCO CA)

Not sure if Richard David Connett is right for you?

Licenses & Designations

IA

Issued 07/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 12/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Richard David Connett. Review regulatory record here.
Not sure if Richard David Connett is right for you?