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Richard Berry Speed

McClurg Capital Corp.

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About Richard Berry Speed

Richard Berry Speed is a financial advisor registered with McClurg Capital Corp. Richard has been in the industry since June 14, 1992, and holds Series 7, 63, 24 and 65 licenses. Richard has worked for McClurg Capital Corp since April 1998 and specializes in financial planning, portfolio management for individuals, and publication of periodicals. Richard also holds a position at California State University, Hayward as a history professor, where he works 20 hours per week.

Firm Information

Richard Speed is currently registered with McClurg Capital Corp.. McClurg Capital Corp., a corporation formed in June 1985, is an investment advisor with a focus on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $83 million in assets, primarily for individuals, with a smaller portion dedicated to charitable organizations and corporations. McClurg Capital Corp. is registered with the SEC and in 10 states, including Arizona, California, District of Columbia, Florida, Maryland, Nevada, Oregon, Texas, Utah, and Washington. The firm's website is located at HTTP://WWW.MCCLURGCAPITAL.COM.

$83.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Speed’s Registration & Firm History

CA

01/21/2025 - Present

McClurg Capital Corp. (SAN RAFAEL CA)

CA

05/26/1992 - 04/29/1998

INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 12/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Berry Speed. Review regulatory record here.
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