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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Fletcher is an investment advisor representative at The Kelly Group, a firm based in Bel Air, MD. Richard has been in the industry since 1992 and has been registered with The Kelly Group since 2020. Richard is also a Certified Financial Planner. Richard has a wide range of experience in providing financial planning, portfolio management, and pension consulting services to individual clients, high net worth individuals, and businesses.
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.
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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MD
02/01/2022 - Present
THE Kelly Group (BEL AIR MD)
MD
08/01/2018 - 10/21/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (BEL AIR MD)
MD
04/22/2016 - 06/05/2018
EF LEGACY SECURITIES, LLC (TOWSON MD)
VA
11/09/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
MD
01/12/1996 - 10/23/2012
FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)
MD
05/17/1995 - 12/12/1995
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
GA
01/14/1994 - 04/28/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
06/29/1992 - 01/18/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/31/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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