Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Duane Richmond is a financial advisor registered with SPC. Gary is a seasoned advisor with over 20 years of experience in the financial services industry. Gary has a broad background in financial planning, portfolio management, and retirement planning. Gary is dedicated to providing personalized advice and guidance 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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
12/12/2019 - Present
SPC (Troy MI)
MI
09/08/2009 - 04/16/2019
LPL FINANCIAL LLC (TROY MI)
MI
07/30/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (TROY MI)
OH
02/02/2001 - 07/24/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
05/13/1996 - 02/02/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/13/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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