Christopher Richard is a registered investment advisor at Integrated Advisors Network LLC, based in Cardiff by the Sea, CA, with 34 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
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Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
Cardiff by the Sea, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Christopher is a trustee for the Cramer Irrevocable Trust since 2009. He is also the CEO of Vineyard Global Advisors, LLC, dedicating full-time hours to business and marketing development, and a member of Comodo, LLC. Additionally, he serves on the financial committee for Fairbanks Rancho Association (HOA) and is an advisor/managing partner for Vineyard Wealth Advisors.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Dfpg Investments, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Consultiva Securities, INC.Broker
Crosswater
Lockwood Financial Services, INC
Lockwood Financial Services, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.