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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Precision Capital Management 10 months, 2 weeks Apr 2015 - Present
Horter Investment Management, LLC 3 years, 4 months Dec 2011 - Apr 2015
Coastal Financial Planning Group, LLC 9 years, 9 months May 2006 - Present
Metropolitan Life Insurance Company 7 years, 5 months Nov 1998 - Apr 2006
Metlife Securities Inc. 7 years, 5 months Nov 1998 - Apr 2006
Are You
Richard Joseph Durkee Jr?
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Designations & Memberships

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Articles and Answers

Insights by Richard Durkee

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 1, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 1, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Precision Capital Management

Last updated on Sept. 18, 2015
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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