Richard Greenhill
Richard Greenhill is a CFP, ChFC-designated registered investment advisor at Financial Analytics, LLC, based in Melbourne, FL, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 15 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees will range from 0.5% to 1%.
Fee Estimator
Location
Melbourne, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Richard works as a bookkeeper for a homeowner association. His responsibilities include accounts receivable, processing invoices, and collecting maintenance assessments.
Employment History
Current Registrations
Financial Analytics, LLC
Previous Registrations
American Equity Investment CorporationBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.