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Richard Thomas
from Perigon Wealth Management, LLC
Richard Thomas is a financial advisor based in California, San Francisco,
with 30 years of experience. Richard currently works for
Perigon Wealth Management, LLC.
Richard maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Richard Thomas works at Perigon Wealth Management, LLC
Perigon Wealth Management, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $4,043,963,049 of assets under management and employs about 111 people. Perigon Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
201 Mission Street, Suite 1825, San Francisco, California, 94105
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