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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 Brydges is a financial advisor with Balboa Wealth Partners, Inc., and has been working in the financial industry for over 20 years. He has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Richard specializes in providing financial planning and investment management services. He is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
12/04/2017 - Present
Balboa Wealth Partners, Inc. (La Jolla CA)
TX
07/11/2018 - 10/23/2018
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
NY
07/26/2017 - 06/12/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
CA
08/12/2016 - 12/27/2016
ARETE WEALTH MANAGEMENT, LLC (CARLSBAD CA)
CA
08/19/2015 - 05/05/2016
ARI FINANCIAL SERVICES, INC. (Encinitas CA)
CA
06/05/2014 - 06/30/2015
ACCELERATED CAPITAL GROUP (Encinitas CA)
CA
06/04/2010 - 04/16/2012
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN DIEGO CA)
CA
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (LA JOLLA CA)
CA
01/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NY
03/11/1999 - 01/09/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/12/1997 - 03/09/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
03/12/1996 - 05/21/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 09/22/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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