Richard James Archer

CFA · CFP

Archer Investment Management

21 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth

Archer Investment Management

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

242 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$308.9M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Contact

Richard James Archer

Location

Austin, TX

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Archer Investment Management

March 2008 - Present · 17 yrs 11 mos

Previous Registrations

Alpha Capital Management

October 2005 - April 2008 · 2 yrs 6 mos

Waterstreet Investment Consultants, LLC

September 2004 - November 2004 · 2 mos

Citigroup Global Markets INC.

August 2003 - October 2004 · 1 yr 2 mos

State Registrations2 states

INTX

Advisor

Exams

No exam information available for this advisor.

Additional Information

Areas Of Expertise