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RICHARDS, MERRILL & PETERSON, INC.
RICHARDS, MERRILL & PETERSON, INC.
RICHARDS MERRILL WEALTH MANAGEMENT
SPOKANE, Washington
·
4 registered advisors
·
CRD# 713
SEC# 801-113034
0
509-624-3174
01
Firm Overview
AUM
$396M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at RICHARDS, MERRILL & PETERSON, INC.
4 registered advisors
John Scott Larson
SPOKANE, Washington
CRD# 1368801
Monique Celeste Corigliano
SPOKANE, Washington
CRD# 1497927
Steven Richard Larson
SPOKANE, Washington
CRD# 1029292
Thomas Lee Mcdonald
SPOKANE, Washington
CRD# 1195608
05
Office Locations
SPOKANE, Washington
4 advisors
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Data sourced from SEC Form ADV filings. RICHARDS, MERRILL & PETERSON, INC. (CRD# 713) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.