Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Leigh Richardson is a financial advisor who is currently registered with Osaic Wealth, Inc. Carl has been in the financial industry since 1990. Carl has been registered with Securities America, Inc., Investors Security Company, Inc., IFG Network Securities, Inc. and Comprehensive Financial Services, Inc. in the past. Carl is licensed in Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Indiana, Kentucky, Maryland, Mississippi, Missouri, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Carl Leigh Richardson holds Series 6, Series 63, and SIE licenses and has been actively registered since June 14, 2024. Carl specializes in retirement planning, college savings, estate planning, and insurance. Carl Leigh Richardson is committed to providing personalized financial advice to help clients 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.
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.
1
2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (Norfolk VA)
VA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (Norfolk VA)
VA
11/02/2000 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (VIRGINIA BEACH VA)
GA
01/01/1996 - 10/31/2000
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
08/07/1990 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
BC
Issued 08/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carl Richardson is the right advisor for you? Invested Better is here to help.
