Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Allan Castleberry is a financial professional with over 30 years of experience. Richard has been with BOK Financial Securities, Inc. since 2013, where he currently holds the position of Registered Representative. Richard has a long history in the industry, having worked for several firms including Private Ledger Financial Services, Incorporated, O. R. Securities, Inc. and ISFA Corporation. Richard holds several licenses including Series 7, Series 24 and Series 63. Richard is registered as an Investment Advisor Representative in the state of Oklahoma. Richard specializes in portfolio management for individuals and businesses, financial planning, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OK
06/26/2013 - Present
BOK Financial Securities, Inc. (Tulsa OK)
NA
02/03/1988 - 11/15/1988
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
11/10/1986 - 03/01/1988
O. R. SECURITIES, INC.
NA
10/19/1984 - 08/18/1986
ISFA CORPORATION
IA
Issued 12/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1988
Series 24 - General Securities Principal Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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