Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Richard is a financial advisor with over 5 years of experience in the financial services industry. Brittany is a registered representative of Private Advisor Group, LLC, and is also a registered investment advisor in Indiana, Kentucky, and Texas. Brittany specializes in working with individuals, corporations, and charitable organizations. Brittany holds a Series 7, Series 10, and Series 66 licenses, as well as the SIE exam. Brittany is committed to providing her clients with personalized financial advice and guidance. Brittany helps clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Brittany is also passionate about educating clients about financial literacy.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
KY
05/28/2024 - Present
Private Advisor Group, LLC (Owensboro KY)
IN
06/18/2018 - 05/28/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EVANSVILLE IN)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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