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Boman Wayne Richardson

Credit Union Investment Services

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About Boman Wayne Richardson

Boman Richardson is a financial advisor who has been in the industry since December 2006. Boman is currently registered as a Registered Representative with Credit Union Investment Services and as an Investment Advisor Representative with Credit Union Investment Services. Boman has his Series 6, 7, 63 and 65 licenses and has also passed the SIE exam. Boman's previous experience includes time as an Investment Advisor Representative at WELLS FARGO CLEARING SERVICES, LLC. Boman provides financial planning services to individuals and works with clients to manage their investment portfolios. Boman also provides educational seminars for clients.

Firm Information

Boman Richardson is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Boman Richardson’s Registration & Firm History

NC

03/15/2023 - Present

Credit Union Investment Services (Kinston NC)

NC

10/25/2006 - 01/26/2023

WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE NC)

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Licenses & Designations

IA

Issued 04/13/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/24/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Boman Wayne Richardson.
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