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Joseph Andrew Richard

ANCHOR FINANCIAL GROUP·SANTA ANA, California
Clean recordANCHOR FINANCIAL GROUP
1801 PARKCOURT PLACE, SANTA ANA, CA 92701CRD# 3265155Firm CRD# 111801

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Andrew Richard · SANTA ANA, CA
Registration
CRD #3265155 · ANCHOR FINANCIAL GROUP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Andrew Richard is a registered financial advisor based in SANTA ANA, California, affiliated with ANCHOR FINANCIAL GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ANCHOR FINANCIAL GROUP
ANCHOR FINANCIAL GROUP
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ANCHOR FINANCIAL GROUP →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 3265155
Firm CRD# 111801
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Andrew Richard offer?
Joseph Andrew Richard specializes in Financial Planning, Investment Management. Contact their office in SANTA ANA, California for a consultation.
What are Joseph Andrew Richard's credentials?
Joseph Andrew Richard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Andrew Richard located?
Joseph Andrew Richard is based in SANTA ANA, California, working with ANCHOR FINANCIAL GROUP. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.
How does Joseph Andrew Richard charge for services?
Joseph Andrew Richard's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANCHOR FINANCIAL GROUP?
ANCHOR FINANCIAL GROUP has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANCHOR FINANCIAL GROUP

Stephen Paul Kiernan
SANTA ANA, CA
Daniel Lee Kiernan
SANTA ANA, CA

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Research
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