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Richard Brian York

Woodmen Financial Services, Inc.

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About Richard Brian York

Richard York is a financial professional with over 9 years of experience in the financial services industry. Richard is registered with Woodmen Financial Services, Inc. in Georgia, North Carolina and Tennessee and holds the Series 6, Series 63 and SIE licenses. Richard is committed to helping individuals and families achieve their financial goals.

Firm Information

Richard York is currently registered with Woodmen Financial Services, Inc.. Woodmen Financial Services, Inc. is a Corporation formed on July 11, 2001, and is registered in 39 jurisdictions, including the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

267

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.

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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Richard York’s Registration & Firm History

GA

08/23/2013 - Present

Woodmen Financial Services, Inc. (BLUE RIDGE GA)

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Licenses & Designations

BC

Issued 09/10/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Brian York.
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