Advisor at Lord and Richards
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Firm
Lord and Richards
Location
Highlands Ranch, CO 80129
Credentials
CFP®, Series 66
Industry experience
14 years
William Meyers Jr. is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Lord and Richards Wealth Management, where he has worked since 2024. His prior experience includes roles at Commonwealth Financial Network and Towers Wealth Management Inc. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, using a range of analytical methods and managing portfolios primarily composed of equities, fixed income, and ETFs. The firm emphasizes written investment policy statements and monthly reporting, managing approximately $104 million in discretionary assets across a seven-advisor team.
Based on Lord and Richards
$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
8744 Kendrick Castillo Way, Suite 100
Highlands Ranch, CO 80129
Colorado
Lord and Richards Wealth Management, LLC
2024 - Present (2 years)
Lord and Richards
2024 - Present (2 years)
Commonwealth Financial Network
2020 - 2024 (4 years)
Towers Wealth Management Inc
2016 - 2024 (8 years)
H.D. Vest Investment Services, Inc.
2009 - 2020 (11 years)
Towers Wealth Management Inc
2009 - 2020 (11 years)
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Other specialized services
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