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Richard Elliott Villers

Advisory Services Network

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About Richard Elliott Villers

Richard Villers is an investment advisor representative at Advisory Services Network, LLC in West Chester, OH. Richard has been in the industry since 1994, has worked for multiple firms, and has expertise in providing financial planning and portfolio management for individuals. Richard is currently registered in Ohio and has a Series 7, Series 63 and SIE licenses. Advisory Services Network provides a range of financial services and specializes in portfolio management for individuals and businesses, as well as financial planning.

Firm Information

Richard Villers is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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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.

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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Richard Villers’s Registration & Firm History

OH

03/22/2021 - Present

Advisory Services Network (West Chester OH)

OH

12/02/2008 - 06/17/2015

TRIAD ADVISORS, INC. (Sharonville OH)

OH

07/17/2007 - 12/01/2008

ROGAN & ASSOCIATES, INC. (CINCINNATI OH)

OH

12/12/2005 - 07/20/2007

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

OH

01/07/1994 - 12/19/2005

WRP INVESTMENTS, INC. (YOUNGSTOWN OH)

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Licenses & Designations

BC

Issued 04/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Richard Elliott Villers. Review regulatory record here.
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