Unclaimed
Brent Richards is a financial advisor with over 20 years of experience in the industry. Brent is registered with LPL Financial LLC and Independent Financial Advisors, LLC in Michigan and Texas. Brent has a wide range of experience, including investment advisory, financial planning, and real estate. Brent is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
08/13/2012 - Present
LPL Financial LLC (LIVONIA MI)
MI
03/11/2011 - 07/30/2012
AMERIPRISE FINANCIAL SERVICES, INC. (LIVONIA MI)
MI
12/09/1999 - 02/02/2011
EDWARD JONES (FARMINGTON MI)
BOTH
Issued 10/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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