Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Alan Megica is a financial advisor registered with The Mather Group, LLC based in Chicago, Illinois. Richard has experience in the financial services industry since 2000. Richard has a wide range of experience with various financial services, including financial planning, portfolio management for individuals and investment companies, and educational seminars. Richard is also a Certified Financial Planner and Chartered Financial Consultant.
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.
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.
A percentage of total net worth
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2
IL
03/23/2017 - Present
THE Mather Group, LLC (CHICAGO IL)
VA
07/27/2012 - 11/17/2016
CHARLES SCHWAB & CO., INC. (RESTON VA)
VA
04/20/2011 - 07/06/2012
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
NC
08/10/2007 - 03/03/2011
TRADEKING (CHARLOTTE NC)
FL
05/07/2007 - 07/19/2007
STATE FARM VP MANAGEMENT CORP. (ORLANDO FL)
FL
12/12/2006 - 02/02/2007
STATE FARM VP MANAGEMENT CORP. (LONGWOOD FL)
IL
11/24/2003 - 09/05/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
08/04/2000 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 02/05/2008
Series 4 - Registered Options Principal Examination
BC
Issued 11/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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