Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kohr is a financial advisor with Evergreen Advisors Capital, LLC. Richard is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, 24, 99TO, and 79TO licenses. Richard has been in the financial services industry since 2007.
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.
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.
1
2
MD
03/31/2015 - Present
Evergreen Advisors Capital, LLC (COLUMBIA MD)
MD
01/14/2008 - 05/29/2015
1ST BRIDGEHOUSE SECURITIES, LLC (COLUMBIA MD)
TX
06/20/2014 - 12/31/2014
VCA SECURITIES, LP (DALLAS TX)
FL
05/10/2007 - 01/29/2008
MORGENTHAU & ASSOCIATES, INC. (FT. LAUDERDALE FL)
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Kohr is the right advisor for you? Invested Better is here to help.
