Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lewins is a financial advisor with RFG Advisory, LLC, a firm based in VESTAVIA HILLS, AL. Richard has been a registered investment advisor since 1981 and has experience working for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, E.F. Hutton & Company Inc., and H.D. Vest Investment Securities, Inc. Richard specializes in financial planning, pension consulting, and portfolio management for individuals. Richard also has experience in selection of other advisors and educational seminars.
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.
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.
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2
AL
11/02/2021 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
TX
11/05/1999 - 11/27/2001
ACCESS BROKER.COM, INC. (RICHARDSON TX)
TX
10/10/1990 - 12/20/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
06/15/1988 - 08/02/1989
SHEARSON LEHMAN HUTTON INC.
NA
11/17/1987 - 04/19/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/14/1985 - 10/29/1985
WINTHROP SECURITIES CO., INC.
NA
04/20/1982 - 01/28/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/19/1981 - 04/12/1982
E. F. HUTTON & COMPANY INC
IA
Issued 03/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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