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Richard Shelor Vernon

Vernon Management Group, Inc.

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About Richard Shelor Vernon

Richard Vernon is a registered investment advisor representative with Vernon Management Group, Inc. Richard has been in the industry since 1985 and has a Series 6 and a Series 63 license. Richard is registered to offer investment advisory services in Virginia. Richard works with individual investors.

Firm Information

Richard Vernon is currently registered with Vernon Management Group, Inc.. Vernon Management Group, Inc. is an investment advisor with 3 investment advisor representatives. They manage approximately $29.5 million in assets for 147 clients. They offer financial planning, portfolio management for individuals, and a subscription to portfolio management and stock selection service. Their client base consists primarily of individuals with 42 clients having assets under management of $21.5 million and 4 high net worth individuals having assets under management of $8 million.

$29.50M

Assets Under Management

Not reported

Total Clients

3

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 individuals

Personalized portfolio management to meet individual financial objectives.

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subscription to portfolio management and stock selection service

Subscription to portfolio management and stock selection service

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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other

Flat fees

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Richard Vernon’s Registration & Firm History

VA

10/08/1996 - Present

Vernon Management Group, Inc. (RICHMOND VA)

NE

10/25/1995 - 11/07/1996

SECURITIES AMERICA, INC. (LAVISTA NE)

MA

01/19/1995 - 10/31/1995

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

01/19/1995 - 10/31/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NY

06/25/1985 - 11/09/1994

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

06/25/1985 - 11/09/1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/24/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Shelor Vernon.
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