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Richard Keith Sauls

Farther

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About Richard Keith Sauls

Richard Sauls is a financial advisor at Farther, with over 20 years of experience in the industry. Richard is registered in South Carolina and Texas. He earned the Chartered Financial Analyst designation and holds Series 63, 66, 7 and SIE licenses. Richard has worked at a variety of firms including J.P. Morgan Securities LLC, BESSEMER INVESTOR SERVICES, INC., and GLOBAL OAK CAPITAL MARKETS LLC. Richard is also a Board Member of IT Services/IT HR Outsourcing company, Rise IT Solutions. Richard specializes in providing financial planning, portfolio management for individuals and publication of periodicals.

Firm Information

Richard Sauls is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Sauls’s Registration & Firm History

CA

10/26/2022 - Present

Farther (SAN FRANCISCO CA)

SC

05/24/2017 - 11/09/2017

GLOBAL OAK CAPITAL MARKETS LLC (Mount Pleasant SC)

GA

03/24/2014 - 03/26/2015

J.P. MORGAN SECURITIES LLC (ATLANTA GA)

NY

09/20/2002 - 03/22/2004

BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Keith Sauls.
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