Richard Lawrence Elliott
Investment adviser representative at Facet
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetJan 2020 to now
- Facet WealthJan 2020 to now
- Citizens Securities, Inc.Apr 2018 to Jan 2020
- Citizens BankApr 2018 to Jul 2019
- Price Waterhouse CoopersMar 2018 to Apr 2018
- Mercer Global Advisors Inc.May 2017 to Mar 2018
- Price Waterhouse CoopersJan 2017 to Apr 2017
- UnemployedNov 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2370514
- Firm CRD
- 285961