Richard Lee Counts
Investment adviser representative at Ai Portfolios
19 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Ai PortfoliosApr 2026 to now
- Counts PropertiesAug 2021 to now
- Counts Oldham Properties LLCMar 2021 to now
- Mainstreet Ria LLCAug 2020 to now
- Valic Financial Advisors, Inc.Jun 2007 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Ai Portfolios
Legal name: Ai Portfolios LLC
$0Assets managed
0Clients
1Advisers
Under 1 yearIn 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
- 2428369
- Firm CRD
- 343923