Richard Wise Adkisson

Employer firm

Crescent Advisor Group, Inc. CRD 115974

$344M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/1995 → Present
  Greenbrier Associates Llc
  Dallas, TX
• 01/2006 → Present
  Crescent Advisor Group, Inc.
  Dallas, TX

Other Businesses

GREENBRIER ASSOCIATES L.L.C. NOT INVESTMENT-RELATED. 3236 Greenbrier, DALLAS, TX 75225. REAL ESTATE CONSULTING. MEMBER. 0 HOURS/MONTH. 0 HOURS /DAY. ON-GOING CONSULTATION WITH RESPECT TO REAL ESTATE FINANCIAL MATTERS PERTAINING TO NON-PUBLICLY OWNED REAL ESTATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-26