Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McCarville is a financial advisor at Osaic Wealth, Inc. with over 30 years of experience in the industry. Richard has held various leadership positions at different firms, including Vice President of E&R LLC. He is also a shareholder in PTR LLC and Great Lakes Financial Advisors Group. Richard is a Chartered Financial Consultant and has expertise in insurance, fixed annuities, and investment management. Richard is registered to provide investment advisory services in over 20 states, including Iowa, Texas, and Arizona.
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.
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.
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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2
IA
09/24/2024 - Present
Osaic Wealth, Inc. (Fort Dodge IA)
IA
02/07/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Fort Dodge IA)
NY
06/01/2005 - 02/21/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/08/1992 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
03/07/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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