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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Schuette is a financial advisor with Avalan, LLC, located in Santa Barbara, CA. Richard Schuette has been in the industry for over two decades, serving a diverse clientele that includes high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Richard holds various professional designations, including the Certified Financial Planner designation, and is a registered Investment Advisor in California and Washington. Richard's approach to financial planning is personalized and comprehensive, with services ranging from investment management to educational seminars. Richard's career spans several prominent firms including Girard Securities, Inc., Westminster Financial Securities, Inc., Gold Coast Securities, Inc., London Pacific Securities, Inc., and Royal Alliance Associates, Inc.
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.
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2
CA
04/08/2022 - Present
Avalan, LLC (SANTA BARBARA CA)
CA
10/17/2005 - 10/22/2014
GIRARD SECURITIES, INC. (SANTA BARBARA CA)
OH
10/11/2002 - 10/17/2005
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
CA
05/31/2001 - 10/11/2002
GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)
CA
09/23/1998 - 12/31/2001
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
AZ
06/26/1997 - 09/23/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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