Unclaimed Profile

Richard Craig Collister

ROUNDTABLE HEALTHCARE MANAGEMENT, INC·LAKE FOREST, Illinois

Clean recordROUNDTABLE HEALTHCARE MANAGEMENT, INC

272 EAST DEERPATH ROAD, SUITE 350, LAKE FOREST, IL 60045-5314CRD# 2609897Firm CRD# 161235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Craig Collister · LAKE FOREST, IL

Registration

CRD #2609897 · ROUNDTABLE HEALTHCARE MANAGEMENT, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Craig Collister is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ROUNDTABLE HEALTHCARE MANAGEMENT, INC

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROUNDTABLE HEALTHCARE MANAGEMENT, INC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2609897

Firm CRD# 161235

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Craig Collister offer?

Richard Craig Collister specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Richard Craig Collister's credentials?

Richard Craig Collister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Craig Collister located?

Richard Craig Collister is based in LAKE FOREST, Illinois, working with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Richard Craig Collister charge for services?

Richard Craig Collister's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROUNDTABLE HEALTHCARE MANAGEMENT, INC?

ROUNDTABLE HEALTHCARE MANAGEMENT, INC has approximately 29 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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