Nobles & Richards, Inc.

Broker-DealerFINRA MemberEst. 2008
Total AUM
—
Advisory reps
30
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Nobles & Richards, Inc. is a corporate-structured advisory firm that registered with the SEC in 2008. Public filings list its ownership as a combination of a domestic entity and an individual and classify the firm as "Unclassified." The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not registered as a multi-state adviser. It is also not described as a pension consultant or as a related adviser. The firm has not provided descriptive detail about its client types, fee schedules, advisory services, or broader business activities in the source dataset, so those operational specifics are not available for review.

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 28
  • Cipriano Gomez

    Investment Advisor RepresentativeCRD 4351711

  • Aaron Forrester

    Aaron Forrester

    Investor RelationsCRD 6863940

  • Catherine Bearce

    Catherine Bearce

    Private Wealth AdvisorCRD 4683252

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth