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Richard John Mazzola

Churchill Management Group

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About Richard John Mazzola

Richard Mazzola is an investment advisor representative with Churchill Management Group in Dallas, TX. Richard has been in the industry since March 1996. Richard has passed the Series 63, Series 66, Series 7 and SIE exams. Richard has experience with TD Ameritrade, Inc. and Atlas Securities, Inc. Richard has a strong track record in providing financial advice to individuals, businesses, and institutional clients. Richard specializes in financial planning, portfolio management, and retirement planning.

Firm Information

Richard Mazzola is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Richard Mazzola’s Registration & Firm History

TX

01/29/2019 - Present

Churchill Management Group (Dallas TX)

TX

02/04/2005 - 02/01/2019

TD AMERITRADE, INC. (DALLAS TX)

CA

09/17/2004 - 02/03/2005

ATLAS SECURITIES, INC. (SAN LEANDRO CA)

NE

12/11/2003 - 09/01/2004

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

RI

03/18/1996 - 09/16/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 02/17/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard John Mazzola.
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