Nobles & Richards, Inc.

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
146870
Registered since
August 13, 2008

Firm profile

FINTRX

Overview

Nobles & Richards, Inc. is organized as a corporation and has been registered with the SEC since 2008. The ownership structure is reported as a mix of a domestic entity and individual owners. Public records classify the firm as "unclassified" and indicate it does not operate as a capital allocator. The firm is also not identified as an active ESG investor, is not designated a multi-state adviser in the available data, and is not recorded as a pension consultant or related adviser. The firm has not supplied descriptive information about its advisory services, fee model, or client segments in the dataset reviewed, so its client-facing positioning and service lines are not documented here.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • James Richards

    James Richards

    Chief Financial OfficerCRD 2680389

  • Ilonka Nobles

    Ilonka Nobles

    President, CEOCRD 2704881

Contacts

3 of 29
  • Cipriano Gomez

    Investment Advisor RepresentativeCRD 4351711

  • Aaron Forrester

    Aaron Forrester

    Investor RelationsCRD 6863940

  • Catherine Bearce

    Catherine Bearce

    Private Wealth AdvisorCRD 4683252

Unlock 26 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
801 E Plano Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth