Richard Allen Grider
Investment adviser representative at My Prosper Team
11 yearsExperience
1 stateRegistered in
$58.2MFirm assets
5 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- My Prosper TeamSep 2024 to now
- Equip Real EstateSep 2022 to now
- Laffer Tengler Investments, Inc.Apr 2021 to Sep 2022
- Dynamic Wealth AdvisorsOct 2019 to Apr 2021
- MML Investors Services, LLCApr 2019 to Sep 2019
- Massmutual Life Insurance CompanyMar 2019 to Sep 2019
- Dynamic Wealth AdvisorsOct 2018 to Apr 2019
- Keller Williams East IdahoFeb 2018 to Oct 2018
- Transamerica Capital Inc.Nov 2016 to Feb 2018
- Lindner Capital Advisors, IncAug 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (UT).
My Prosper Team
Legal name: Prosper Wealth Solutions, LLC
$58.2MAssets managed
438Clients
4Advisers
5 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
- 5701310
- Firm CRD
- 311144