Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Allen Merrifield is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry since March 1994. Richard has a proven track record of helping clients achieve their financial goals. Richard works at Coldstream Wealth Management, an affiliate of Coldstream Securities Inc., a firm that manages more than $10 billion in assets. Richard is a registered representative of Coldstream Securities Inc. and offers a wide range of financial services, including portfolio management, financial planning, and investment advisory services. Richard is committed to providing personalized service and helping clients build a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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2
WA
01/24/2011 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
05/12/2009 - 01/27/2011
PACIFIC WEST SECURITIES, INC. (BELLEVUE WA)
MN
09/24/1987 - 03/16/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 06/10/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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