Nobles & Richards, Inc.

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
146870
Registered since
August 13, 2008

Firm profile

FINTRX

Overview

Nobles & Richards, Inc. is organized as a corporation and registered with the SEC since 2008. The firm is owned by a domestic entity/individual structure and is classified in the data set as unclassified. Available disclosures indicate the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. No descriptions of its advisory activities, business lines, client base, or fee schedule were provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • James Richards

    James Richards

    Chief Financial OfficerCRD 2680389

  • Ilonka Nobles

    Ilonka Nobles

    President, CEOCRD 2704881

Contacts

3 of 29
  • Cipriano Gomez

    Investment Advisor RepresentativeCRD 4351711

  • Aaron Forrester

    Aaron Forrester

    Investor RelationsCRD 6863940

  • Catherine Bearce

    Catherine Bearce

    Private Wealth AdvisorCRD 4683252

Unlock 26 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
801 E Plano Pkwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth