Advisor at FIFTH THIRD SECURITIES, Inc.
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.
Firm
FIFTH THIRD SECURITIES, Inc.
Location
Plainwell, MI 49080
Credentials
Series 63, Series 65
Industry experience
1 year
Faith Lamere Richards is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at Fifth Third Bank and Good Earth Cafe. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with corporate affiliation to Fifth Third Bank and provides multiple discretionary managed-account options along with features such as direct indexing and tax-overlay services.
Based on FIFTH THIRD SECURITIES, Inc.
Based on FIFTH THIRD SECURITIES, Inc.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%
Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)
1282 E M 89
Plainwell, MI 49080
Michigan
Fifth Third Securities
2024 - Present (2 years)
Fifth Third Bank
2022 - Present (4 years)
Good Earth Cafe
2018 - 2022 (4 years)
Home Schooled
2003 - 2020 (17 years)
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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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Kalamazoo, MI
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Series 65
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Series 66
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Daus Financial Group, LLC
CFP®, ChFC®, Series 63
Kalamazoo, MI
Daus Financial Group, LLC
Series 63, Series 65
Kalamazoo, MI
Lifetime Equity Investments LLC
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