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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 Folmar is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Richard has been in the financial services industry since 1998. Richard is registered with the state of Texas, Oklahoma, and North Carolina. Richard has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/19/2022 - Present
Wells Fargo Advisors Financial Network, LLC (SAN ANTONIO TX)
TX
04/12/2001 - 08/19/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
NY
08/20/1998 - 04/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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