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CC
CFP
CC
CFP

Charles David Cowgill

Richards Merrill Wealth Management
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Richards Merrill Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
359 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$514.5M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Location

612 West Main Street, The M Building Suite 201, Spokane, WA, 99201

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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.

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Employment History
Current Registrations
Richards Merrill Wealth Management
February 2024 - Present · 2 yrs
Richards Merrill Wealth ManagementBroker
February 2024 - Present · 2 yrs
Previous Registrations
Charles Schwab & CO., INC.
September 2016 - January 2024 · 7 yrs 4 mos
Charles Schwab & CO., INC.Broker
June 2006 - January 2024 · 17 yrs 7 mos
Cfd Investments, INC.Broker
May 2005 - July 2005 · 2 mos
State Registrations2 states
CAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.