Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dougherty is a financial advisor at Naviter Wealth, LLC, a registered investment advisor with offices in Little Rock, AR and Rochester, NY. Richard is a Certified Financial Planner™ professional and specializes in providing financial planning, portfolio management, and consulting services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Richard has been in the financial services industry since 2008. Prior to joining Naviter Wealth, LLC, Richard was a financial advisor at Cambridge Investment Research, Inc. Richard is licensed in New York and holds the Series 7, Series 66, and SIE licenses.
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.
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
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
04/14/2023 - Present
Naviter Wealth, LLC (LITTLE ROCK AR)
NY
07/30/2008 - 04/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Rochester NY)
BOTH
Issued 10/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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