Richard Warren Bird

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 12/2017
  Berthel Fisher & Company Financial Services, Inc.
  Provo, UT
• 03/2012 → 12/2017
  Bfc Planning, Inc.
  Provo, UT
• 01/2018 → 04/2019
  Gf Investment Services, Llc
  Sarasota, FL
• 01/2018 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 01/2018 → Present
  Arrivasure Wealth
  Springville, UT
• 08/2016 → Present
  Richard W. Bird, Cpa Llc
  Springville, UT
• 08/2016 → Present
  Vantage Point Consulting, Llc
  Springville, UT
• 04/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2018-01-04 → 2019-04-18
  Global Financial Private Capital, Inc.
  Springville, UT
  Sarasota, FL
• 2012-03-12 → 2017-12-31
  Bfc Planning, Inc.
  Springville, UT
  Cedar Rapids, IA
• 2005-09-23 → 2012-11-19
  Cb Financial Advisors
  Provo, UT
• 2003-08-04 → 2005-09-09
  Securities America Advisors, Inc.
  Provo, UT
• 1995-01-11 → 2003-05-08
  Ameriprise Financial Services, Llc
  Midvale, UT

Other Businesses

(1) Richard Bird CPA, LLC-N-Springville, UT-Tax Preparation-CPA-08/2016-20-20-Prepare tax returns practice (2) Executor of Deceased Father's Estate-N-Springville, UT-Pay bills for Fathers home-Executor-08/2017-0-0-Fathers home is being lived in by his 2nd wife, responsible for paying bills until she has passed (3) Hobble Creek Professional Office Condo Association-N-Springville, UT-Condo Responsibilities-Owner-08/2017-0-0-Rotate regularly different responsibilities for the Complex. (4) DBA ArrivaSure Wealth LLC; 1220 North Main St., Suite 9, Springville UT 84663; Owner; Start 1/2019; includes securities business and ASG fixed insurance. (5) Vantage Point Real Estate LLC; 1220 N. Main Street, Unit #9, Springville, UT 84663; Not investment related; Owner; Residential Rental 4-plex, office suite rental; Landlord - select tenants, manage the apartment; Start 9/25/2023; 4 hrs./mo. during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-06-04
• S65 Uniform Investment Adviser Law Examination
  1995-01-10

Designations

• Chartered Financial Consultant

Other Names

• Richard Warren Bird