Unclaimed Profile

Richard James Clement

PEBBLE MANAGEMENT GROUP, LLC·METAIRIE, Louisiana

Series 3, Series 4, Series 7, Series 24, Series 53, Series 63, Series 65Clean record18 years registeredPEBBLE MANAGEMENT GROUP, LLC

3500 N. CAUSEWAY BLVD., METAIRIE, LA 70002CRD# 2741220Firm CRD# 151255

Profile Verification

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

Identity

Richard James Clement · METAIRIE, LA

Registration

CRD #2741220 · PEBBLE MANAGEMENT GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

PEBBLE MANAGEMENT GROUP

Aug 2009 – present

WEALTHHARBOR CAPITAL GROUP, LLC

Feb 2008 – Jul 2009

NEW ORLEANS, LA

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · February 21, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEBBLE MANAGEMENT GROUP, LLC

CRD 151255 · SEC 801-70500

AUM

$4M

Regulatory assets under management

Employees

33 client accounts

Services offered by PEBBLE MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEBBLE MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Richard James Clement offer?

Richard James Clement specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in METAIRIE, Louisiana for a consultation.

What are Richard James Clement's credentials?

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

Where is Richard James Clement located?

Richard James Clement is based in METAIRIE, Louisiana, working with PEBBLE MANAGEMENT GROUP, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does Richard James Clement charge for services?

Richard James Clement's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEBBLE MANAGEMENT GROUP, LLC?

PEBBLE MANAGEMENT GROUP, LLC has approximately 1 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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