Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Aaron Myers is a financial advisor with Sterling Capital Management LLC, located in Charlotte, North Carolina. Richard has been in the financial services industry since 1999. Richard is registered with the state of North Carolina as an Investment Advisor Representative (IAR).
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.
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.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
07/19/2019 - Present
Sterling Capital Management LLC (Charlotte NC)
NC
03/17/2017 - 05/02/2019
CETERA INVESTMENT SERVICES LLC (STATESVILLE NC)
CA
05/09/2012 - 03/07/2017
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NJ
03/29/2011 - 04/20/2012
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NC
07/13/2010 - 02/02/2011
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
TX
01/05/2004 - 06/04/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
WI
08/15/2000 - 01/12/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
AR
12/23/1999 - 08/14/2000
STEPHENS INC. (LITTLE ROCK AR)
BOTH
Issued 04/07/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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