Richard March
Advisor at Merrill — Prairie Village, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Prairie Village, KS 66208
Merrill
Institution
Richard March is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His work history includes roles at US Bank, BMO Harris Bank, BOKF (dba mobank), and Merrill. Outside of finance, he is a shift manager at Gilbertson Restaurants, a fast food establishment in Kansas City. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional entities.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Prairie Village, KS
7624 State Line Rd
Prairie Village KS 66208
Advisors at this office
1
Kansas · Missouri · Texas
3 years of industry experience
Gilbertson Restaurants
2022 - Present • 4 years
Parkville, MO
Merrill
2019 - Present • 7 years
Prairie Village, KS
BOKF dba mobank
2018 - 2019 • 1 year
Overland Park, KS
BMO Harris Bank
2017 - 2018 • 1 year
Olathe, KS
US Bank
2013 - 2017 • 4 years
Overland Park, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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