linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Kent McGaughy

Cpmg, Inc.

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 Kent McGaughy

Richard McGaughy is an Investment Advisor Representative at Cpmg, Inc. and has been working in the industry since April 2004. Richard holds a Series 65 license and is registered with the state of Texas. Richard has experience advising a wide range of clients, including pooled investment vehicles and educational endowments. Richard is involved in oil & gas exploration with Arcadia Exploration and Production Company.

Firm Information

Richard McGaughy is currently registered with Cpmg, Inc.. Cpmg, Inc. is an investment adviser based in Dallas, TX. The firm provides portfolio management services for businesses and pooled investment vehicles. They manage approximately $1,043,445,000 in regulatory assets under management and primarily serve pooled investment vehicles with 25 clients. The firm also manages $450,000 for one client in the category of educational endowment.
Cpmg, Inc.

4215 WEST LOVERS LANE

DALLAS, TX 75209

$1.04B

Assets Under Management

Not reported

Total Clients

5

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

portfolio management for businesses

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

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

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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 McGaughy’s Registration & Firm History

TX

10/05/2004 - Present

Cpmg, Inc. (DALLAS TX)

Not sure if Richard Kent McGaughy is right for you?

Licenses & Designations

IA

Issued 11/05/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Kent McGaughy.
Not sure if Richard Kent McGaughy is right for you?